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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
Indian Wells, CA • United States
2999 Oak Road Suite 1030, Walnut Creek, CA 94597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Walnut Creek | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 11/2016 | 03/2025 |
| Raymond James & Associates, Inc. | Walnut Creek | CA | 03/2025 | Present |
02/16/2018 - FRIENDS OF CALIFORNIA MEN'S CREW, OAKLAND, CA, SUPPORT FUNDRAISING EFFORTS OF THE MEN'S CREW TEAM AT UC BERKELEY, DEVOTE APPROX 5-10 HRS PER MONTH, NONE DURING BUSINESS HRS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-25 |
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