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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-07-27 |
| TX | RA | APPROVED_RES | 2022-07-21 |
| MT | RA | APPROVED | 2022-07-13 |
Branch Locations
14850 N. Scottsdale Road Suite 155, Scottsdale, AZ 85254 • United States
Whitefish, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Scottsdale | AZ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 11/2016 | 07/2022 |
| Raymond James & Associates, Inc. | Scottsdale | AZ | 07/2022 | Present |
(1) Name of Business: Minty 22 LLC Address: 6103 Monterra Ave B, Whitefish, MT, 59937, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: pay bills associated with rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-29 |
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