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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-14 |
Branch Locations
3414 Peachtree Rd Ne Suite 550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Atlanta | GA | 06/2014 | 11/2016 |
| Wells Fargo Bank Na | Atlanta | GA | 01/2014 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 03/2025 |
| Raymond James & Associates, Inc | Atlanta | GA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-12 |
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