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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED_RES | 2026-03-16 |
Branch Locations
4550 North Point Parkway Suite 170 1St Fl, Alpharetta, GA 30022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Alpharetta | GA | 02/2013 | 05/2017 |
| Stifel Nicolaus & Co Inc | Atlanta | GA | 05/2017 | 03/2026 |
| Wells Fargo Advisors Financial Network, Llc | Alpharetta | GA | 03/2026 | Present |
1. JELF; 4549 Chamblee Dunwoody Road, Dunwoody, GA 30338; Non-Profit that assists college students with college loans; Board of Directors; 03/02/2020; 3 Hours per Quarter; Not During Securities Trading; Not Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-14 |
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