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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-29 |
| GA | RA | APPROVED | 2013-05-08 |
| TX | RA | APPROVED | 2013-05-03 |
Branch Locations
626 Josephine Parker Road Suite 204, Key West, FL 33040 • United States
Alpharetta , GA • United States
219 Roswell St Ste 150 [Satellite], Alpharetta, GA 30009 • United States
Summerland Key, FL • 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 Financial Network, Llc | Alpharetta | GA | 05/2013 | Present |
TRUSTEE FOR PRAXIS FINANCIAL PARTNERS, LLC 401K, INV RELATED, ALPHARETTA, GA, TRUSTEE, START: 1/1/2014, 2 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. PRAXIS FINANCIAL PARTNERS LLC, INV RELATED, ALPHARETTA, GA, 50.1% OWNERSHIP, START 5/3/2013, 170 HOURS PER MONTH, 6.5 HOURS DURING TRADING, FINET PRACTICE SUMMER SALT LLC, INV RELATED, ALPHARETTA, GA, 100% OWNERSHIP, START 5/3/2013, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-04 |
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