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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-04-12 |
| CA | RA | APPROVED | 2019-09-27 |
Branch Locations
73130 El Paseo Suite O, Palm Desert, CA 92260 • United States
Eagle, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Jose | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | 09/2019 |
| Raymond James & Associates, Inc. | Eagle | ID | 09/2019 | Present |
SOLERA RANCH COMMUNITY SERVICES HOA, INV RELATED, WALNUT CREEK, CA, PRESIDENT, START 2/1/2019, 2 HOURS PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS TO DISCUSS LANDSCAPING ISSUES, MAINTENANCE, REPAIRS, AND HOME OWNER REQUESTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1980-11-21 |
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