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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2018-05-16 |
Branch Locations
13120 Pierce Street Suite 200, Omaha, NE 68144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Omaha | NE | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 04/2018 |
| Raymond James & Associates | Omaha | NE | 04/2018 | Present |
| Door Dash | Omaha | NE | 10/2019 | Present |
| Walmart/Spark Driver | Omaha | NE | 08/2024 | Present |
(1)Name of Business: DoorDash Address: 6144 S 189 Ave, Omaha, NE, 68135, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 10/01/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Delivery food from restaurants to homes (2)Name of Business: maddiekinsdesigns Address: 6144 S 189 Ave, Omaha, NE, 68135, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/21/2018 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: ETSY pageI make items to sell on ETSY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-04 |
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