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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-24 |
| GA | RA | APPROVED | 2018-07-16 |
Branch Locations
1100 Abernathy Road Ne Building 500; Suite 1850, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Alpharetta | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alpharetta | GA | 11/2016 | 07/2018 |
| Raymond James & Associates | Atlanta | GA | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-22 |
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