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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-13 |
| NJ | RA | APPROVED | 2018-01-12 |
Branch Locations
350 Main Street Suites 4 & 5, Bedminster, NJ 07921 • 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 | Florham Park | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Florham Park | NJ | 11/2016 | 01/2018 |
| Raymond James & Associates, Inc | Morristown | NJ | 01/2018 | 04/2019 |
| Raymond James & Associates, Inc. | Bedminster | NJ | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-03 |
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