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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-16 |
| NE | RA | APPROVED | 2020-12-03 |
Branch Locations
13120 Pierce Street Suite 200, Omaha, NE 68144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Omaha | NE | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 11/2020 |
| Raymond James & Associates Inc | Omaha | NE | 11/2020 | Present |
NEBRASKA BAR ASSOCIATION, NOT INV RELATED, NE, INACTIVE MEMBER, NO TIME INVESTED. CORONADO CONDOMINIUM ASSOCIATION; NOT INVESTMENT RELATED; OMAHA,NE; VICE PRESIDENT; START DATE 06/08/2020; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS MAINTENANCE, MANAGER, LANDSCAPING, BUDGET, SIGNAGE, SWIMMING POOL ISSUES, EMERGENCY PROCEDURES, UPKEEP, CLEANING, AND ANY OTHER ISSUES THAT ARISE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-05 |
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