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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-11 |
| TN | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED | 2026-05-11 |
Branch Locations
20750 Ventura Blvd. Ste 240, Woodland Hills, CA 91364 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Pasadena | CA | 06/2012 | 04/2022 |
| Stifel Independent Advisors, Llc | Woodland Hills | CA | 04/2022 | 05/2026 |
| Raymond James Financial Services, Inc. | Brentwood | TN | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Brentwood | TN | 05/2026 | Present |
(1) Name of Business: Address: 31 Missionary Dr, Brentwood, TN, 37027, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/08/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Proprietor -Wolfe Financial Strategies Inc. S Corp for my business. (2) Name of Business: 103 Governors Way LLC Address: 31 Missionary Dr, Brentwood, TN, 37027, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/14/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC holds our rental property (3) Name of Business: Advisors Choice Address: 20750 Ventura Blvd Ste 240, Woodland Hills, CA, 91364-6235, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/14/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Life Insurance Agent (4) Name of Business: KWM WEALTH ADVISORY Address: 31 Missionary Dr, Brentwood, TN, 37027, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/30/2018 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/Proprietor\n\nI co-own the practice. (5) Name of Business: Sanchez Wolfe LP Address: 31 Missionary Dr, Brentwood, TN, 37027, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/30/2018 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/Proprietor\n\nPartner. Receives financial advisory income in the LLC for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-03 |
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