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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-04-22 |
Branch Locations
2900 Highway 280 Suite 100, Birmingham, AL 35223 • United States
Trussville, AL • 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 | Birmingham | AL | 06/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 11/2016 | 04/2021 |
| Raymond James & Associates, Inc. | Birmingham | AL | 04/2021 | Present |
(1)Name of Business: Jefferson County Board of Equalization and Adjustments Address: 716 Richard Arrington Jr. Blvd North, Birmingham, AL, 35203, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Review challenges of property owners who wish to challenge the market value of the assessment of their property as set by the property appraiser.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-17 |
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