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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 | 2023-08-09 |
Branch Locations
9580 Regency Square Blvd, Jacksonville, FL 32225 • United States
7107 Merrill Rd, Jacksonville, FL 32277 • United States
4715 Town Center Pkwy, Jacksonville, FL 32246 • United States
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
12222 San Jose Blvd, Jacksonville, FL 32223 • 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 |
|---|---|---|---|---|
| Bbva Wealth Solutions Inc. | Jacksonville | FL | 10/2012 | 08/2021 |
| Bbva Securities Inc. | Jacksonville | FL | 05/2013 | 08/2021 |
| Pnc Investments | Jacksonville | FL | 08/2021 | 08/2023 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-27 |
| S66 | Uniform Combined State Law Examination | 2000-09-05 |
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