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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-30 |
| FL | RA | APPROVED | 2024-05-17 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tampa | FL | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 11/2016 | 05/2024 |
| Raymond James & Associates Inc. | Saint Petersburg | FL | 05/2024 | Present |
(1)Name of Business: The Peaceful Stitch, LLC Address: 12311 Glenfield Ave, Tampa, FL, 33626, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 03/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 100% ownership by spouse, crochet craft business, wife is a vendor at local craft markets. I help set up & break down the display.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-06 |
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