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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-18 |
| AL | RA | APPROVED | 2017-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Huntsville | AL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Huntsville | AL | 11/2016 | 03/2017 |
| Raymond James & Associates | Huntsville | AL | 03/2017 | Present |
(1)Name of Business: 601 Madison Street LLC Address: 601 Madison Stree, Huntsville, AL, 35801, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/31/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Blackburn Institute - University of Alabama Tuscaloosa\t Address: 601 Madison Street, Huntsville, AL, 35801-4402, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisory Board Member - will be a mentor to University Students on leadership in the State and their communities, as well as advising students on dealing with future challenges in their careers. (3)Name of Business: Huntsville Quarterback Club Address: The Ledges Country CLub, Huntsville, AL, 35801, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 08/26/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: One of the 8 board members who coordinates future speakers for the weekly meetings during the season, August through January.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-29 |
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