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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-06 |
| NJ | RA | APPROVED | 2018-05-30 |
Branch Locations
200 Park Avenue Suite 130, Florham Park, NJ 07932 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Morristown | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Morristown | NJ | 11/2016 | 05/2018 |
| Raymond James & Associates | Morristown | NJ | 05/2018 | Present |
(1) Name of Business: American Financial Planning Co. d/b/a Lake Hiawatha Dairy Address: 79 North Beverwyck Ave, Lake Hiawatha, NJ, 07034, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/01/1989 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Overview of the general operation of the Ice Cream Store. No other activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-10 |
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