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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nelson Homes, Inc. | Sarasota | FL | 10/2013 | 06/2017 |
| Raymond James & Associates | Sarasota | FL | 07/2017 | 09/2019 |
| Wells Fargo Advisors Financial Network, Llc | Sarasota | FL | 10/2019 | Present |
BAYSHORE WEALTH LLC; INV. RELATED; SARASOTA, FL; 100% OWNERSHIP; MANAGE INCOME AND EXPENSES; START DATE 10/1/2023; 1 HR PER MONTH; 0 HRS DURING TRADING.| CAPSTAN INSURANCE CONSULTING LLC; INV RELATED; SARASOTA, FL; AGENT; START 06/16/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING HOURS; PROCESS FINET APPROVED OUTSIDE INSURANCE RELATED BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-20 |
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