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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-05 |
| TX | RA | APPROVED_RES | 2026-06-04 |
Branch Locations
814 A1A North Suites 100 And 303, Ponte Vedra Beach, FL 32082 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Ponte Vedra Beach | FL | 06/2026 | Present |
| Wells Fargo Advisors, Llc | Jacksonville | FL | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 11/2016 | 06/2026 |
(1) Name of Business: Address: 192 Valley Grove Dr., Ponte Vedra, FL, 32081, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/30/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own a rental property (Townhouse) near my home. I have long term renters, a family that lives there now and pays me rent monthly around the 1st of each month. I am responsible for the upkeep of the home but I have several services that I pay for to assist with this. Lawn service, Pest control etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-18 |
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