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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-06-02 |
Branch Locations
159 Crocker Park Blvd. Suite 390, Westlake, OH 44145 • United States
Bay Village, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westlake | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake | OH | 11/2016 | 06/2017 |
| Raymond James & Assoicates, Inc | Westlake | OH | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-19 |
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