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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-04-21 |
| TX | RA | APPROVED | 2017-04-21 |
Branch Locations
101 Falls Park Drive Suite 600, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Greenville | SC | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 11/2016 | 04/2017 |
| Raymond James & Associates, Inc | Greenville | SC | 04/2017 | Present |
(1)Name of Business: Four Thirteen Holdings, LLC Address: 102 Holly Crest Cir., Simpsonville, SC, 29681, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/18/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC established for the design, manufacture, marketing, and sale of goods/products. (2)Name of Business: Holland Park Church Address: 1131 Holland Rd, Simpsonville, SC, 29681, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 04/21/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To compile and disseminate financial data and report to church leadership to aid in their decision making. Create budgeting data, and oversee the church bookkeper.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-31 |
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