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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-11 |
Branch Locations
300 32Nd Street Suites 102 And 520, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Virginia Beach | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Virginia Beach | VA | 11/2016 | 06/2025 |
| Raymond James & Associate, Inc. | Virginia Beach | VA | 06/2025 | Present |
(1) Name of Business: Tidewater Jewish Foundation Address: 5000 Corporate Woods Dr, Virginia Beach, VA, 23464, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 06/30/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Strategic planning and management of community Endowment and Foundation. AS an investment committee member we do not pick any individual investments. All assets are managed by a third party over which the committee cannot make individual equity or investment decisions. It is merely an advisory role to the full board. (2) Name of Business: Virginia Israel Advisory Board Address: 2108 Sawmill Court, Virginia Beach, VA, 23453, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 08/02/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-31 |
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