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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-01 |
| NC | RA | APPROVED | 2019-08-29 |
Branch Locations
175 Regency Woods Pl Suite 450, Cary, NC 27518 • 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 | Raleigh | NC | 05/2009 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 11/2016 | 08/2019 |
| Raymond James & Associates, Inc. | Cary | NC | 08/2019 | Present |
TRUSTEE FOR AUNT/UNCLE EDUCATIONAL TRUST; INV RELATED; MEADVILLE, PA; START: 1/8/16; 1 HR/MO, 0 DURING TRADING. CARING COMMUNITY FOUNDATION, INV. RELATED, CARY, NC. BOARD TREASURER, START: 3/28/18, ASSISTS WITH THE BUDGET.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-26 |
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