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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 | 2017-11-07 |
Branch Locations
3825 Pga Boulevard Ste 601, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services,Inc | Atlanta | GA | 09/2013 | 11/2017 |
| Suntrust Bank | Palm Beach | FL | 08/2013 | 11/2017 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 11/2017 |
| Wells Fargo Advisors Financial Network, Llc | Palm Beach Gardens | FL | 11/2017 | Present |
LRMG INVESTMENTS LLC; INV. RELATED; WEST PALM BEACH, FL; 25% OWNERSHIP; HOLDS VACANT LAND; START DATE 2008; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: PAYING PROPERTY TAXES, MAINTENANCE, ETC.| TRUSTEE FOR LMWC LLC 401K; INV RELATED; WEST PALM BEACH, FL; FINET PRACTICE 401K; START: 2/8/19; 2 HRS/MO; 0 DURING TRADING.| LMWC LLC, INV RELATED, WEST PALM BEACH, FL, 100% OWNERSHIP, START 2/8/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE.| DREAM VACATIONS ; NOT INV RELATED; FORT LAUDERDALE, FL; TRAVEL SERVICES; TRAVEL ADVISOR; START DATE: 10/29/2025; 16 HRS PER MONTH; 0 HRS DURING TRADING; | CROSS GP, LLC ; INV RELATED; PALM BEACH GARDENS, FL; FINET OWNER, FINANCIAL ADVISOR;90% OWNERSHIP; START DATE: 11/21/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-16 |
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