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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-29 |
| GA | RA | APPROVED | 2021-03-22 |
Branch Locations
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 | Augusta | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Augusta | GA | 11/2016 | 03/2021 |
| Raymond James Associates | Augusta | GA | 03/2021 | Present |
(1)Name of Business: Address: 3026 Fox Spring Road, Augusta, GA, 30909, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/02/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Masters tournament rental (2)Name of Business: Church of the Good Shepard Address: walton way, augusta, GA, 30909, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 01/09/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chairman of the investment committee- oversee financial records for church. I do not manage or get advisory fees for these holdings. Just serve on the committee. This meeting quarterly after work ours. (3)Name of Business: Georgia Profits - Investment Club Address: 655 Milledge road, Augusta, GA, 30901, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 01/01/2000 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Just a member of a social investment club. Was pre approved during my transition from Wells Fargo Advisors. Dues are 150 per month. Name of club is Georgia Profits - Investment Club (4)Name of Business: Via Cognitive Health Address: 3026 Fox Spring Road, Augusta, GA, 30909, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 07/22/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help raise funds and attention for Alzheimers disease- help with annual fundraising event which includes country concert in the fall.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-31 |
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