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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Paducah | KY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Paducah | KY | 11/2016 | 02/2025 |
| Raymond James & Associates, Inc. | Lexington | KY | 02/2025 | Present |
TRUSTEE OF FATHER'S TRUST; INVESTMENT RELATED; PADUCAH, KY; START DATE = 9/17/04. TRUSTEE OF GRANDMOTHER'S TRUST; INV. RELATED; PADUCAH, KY; START DATE 2/2016; 1 HRS PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
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