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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-08-28 |
| PA | RA | APPROVED | 2022-03-10 |
| TX | RA | APPROVED_RES | 2022-03-10 |
Branch Locations
3824 Northern Pike 1 Monroeville Center, Suite 950, Monroeville, PA 15146 • United States
Hilton Head Island, SC • United States
Allison Park, PA • 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 | Monroeville | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Monroeville | PA | 11/2016 | 03/2022 |
| Raymond James And Associates, Inc. | Monroeville | PA | 03/2022 | Present |
| Wells Fargo Clearing Services, Llc | Monroeville | PA | 03/2009 | 03/2022 |
(1) Name of Business: 94 Forest Drive, LLC Address: 2632 Carriage House, Allison Park, PA, 15101, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-25 |
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