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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-03-23 |
Branch Locations
55 William Street Ste 250, Wellesley, MA 02481 • 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 Llc | Wellesley | MA | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wellesley | MA | 11/2016 | 03/2023 |
| Raymond James & Associates, Inc | Wellesley Hills | MA | 03/2023 | Present |
MORFWORX, LLC, NOT INVT RELATED, NATICK, MA, 100% OWNERSHIP, START DATE 12/16/2020, 12 HRS PER MONTH, 0 HRS DURING TRADING, DESIGN AND DEVELOP PRODUCT DESIGN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1980-03-11 |
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