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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-08-16 |
Branch Locations
175 Regency Woods Pl Suite 450, Cary, NC 27518 • United States
Raleigh, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Raleigh | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 11/2016 | 08/2019 |
| Raymond James & Associates | Raleigh | NC | 08/2019 | Present |
(1)Name of Business: Richland Creek Community Church Address: 3229 Burlington Mills Rd, Wake Forest, NC, 27587, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 05/03/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist the committee in budgeting and making financial decisions for the church
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-14 |
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