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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-16 |
Branch Locations
6805 Carnegie Blvd, Suite 350, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 03/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 10/2023 |
| Raymond James Financial Services, Inc. | Cornelius | NC | 11/2023 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Cornelius | NC | 11/2023 | 10/2025 |
| Williamson Wealth Group | Cornelius | NC | 11/2023 | 10/2025 |
| Raymond James & Associates, Inc. | Charlotte | NC | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-08 |
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