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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-03-27 |
Branch Locations
401 E. Sonterra Blvd., #100, San Antonio, TX 78258 • United States
116 West Blanco Road, #204, Boerne, TX 78006 • 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 | San Antonio | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | 03/2018 |
| Raymond James & Associates | San Antonio | TX | 03/2018 | Present |
(1) Name of Business: The Fellowship of San Antonio Address: 3 Champions Run, San Antonio, TX, 78258, United States Activity Type: Religious Position/Title: Deacon Investment Related: Yes Start Date: 04/01/2018 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I've run multiple capital campaigns and when asked I give financial guidance to the staff, Elder Deacon Boards. Currently I'm Chairman of the Deacons.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-29 |
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