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1301 East 9Th Street Suite 2900, Cleveland, OH 44114-3179 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-03-30 |
Branch Locations
101 E. Kennedy Blvd Suite 1490, Tampa, FL 33602 • United States
1301 East 9Th Street Suite 2900, Cleveland, OH 44114-3179 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Tampa | FL | 12/2011 | 06/2017 |
| Captrust Advisors, Llc. | Tampa | FL | 01/2012 | 05/2017 |
| Captrust Financial Advisors | Raleigh | NC | 05/2017 | 01/2018 |
| Boyd Watterson Asset Management, Llc | Tampa | FL | 02/2018 | Present |
| Quasar Distributors, Llc | Tampa | FL | 05/2024 | Present |
Boyd Watterson Asset Management, LLC; Investment Related; Tampa, FL; Asset Management; Senior Vice President, Director of Institutional Strategy; promote and market Boyd's fixed income and private real estate products; 02/2018; 178 hrs/mo; 178 hrs/trading/mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-23 |
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