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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-05-26 |
Branch Locations
4000 Civic Center Drive Suite 500, San Rafael, CA 94903 • United States
Belevedere Tiburon, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Corte Madera | CA | 01/2015 | 11/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2020 |
| Wells Fargo Clearing Services, Llc | Corte Madera | CA | 11/2016 | 05/2020 |
| Raymond James & Associates, Inc. | San Rafael | CA | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-16 |
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