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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-11 |
| VA | RA | APPROVED | 2021-11-29 |
Branch Locations
1850 Towers Crescent Plaza Suite 250, Vienna, VA 22182 • United States
Haymarket, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Falls Church | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Falls Church | VA | 11/2016 | 11/2021 |
| Raymond James & Associates, Inc. | Vienna | VA | 11/2021 | Present |
1)RENTAL PROPERTY, INV RELATED, CABO SAN LUCAS, MEXICO, 100% OWNED WITH SPOUSE, START: 1/2017, 0 HOURS, NO DUTIES. 2)Name of Business: Address: 4468 Dodds Mill Dr, Haymarket, VA, 20169, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-14 |
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