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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-19 |
| TX | RA | APPROVED_RES | 2023-06-16 |
Branch Locations
4345 Commercial Way Lakewood Plaza, Spring Hill, FL 34606 • 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 | Port Richey | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Port Richey | FL | 11/2016 | 06/2023 |
| Raymond James & Associates Inc. | Spring Hill | FL | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-29 |
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