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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-18 |
Branch Locations
2 N. Tamiami Trail Suite 804, Sarasota, FL 34236 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Advisors, Llc | Venice | FL | 07/2015 | 09/2021 |
| Raymond James & Associates | Sarasota | FL | 01/2022 | Present |
| Walmart | Englewood | FL | 01/2017 | 11/2020 |
| Unemployed | Port Charlotte | FL | 09/2021 | 01/2022 |
NOTARY PUBLIC, NOT INVESTMENT RELATED, SARASOTA FL. START: 2/5/21, N 1 HOUR PER MONTH, LESS THAN 1 HOUR DURING TRADING, NOTARIZE DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-19 |
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