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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 | 2026-08-28 |
| TX | RA | APPROVED_RES | 2026-08-24 |
Branch Locations
100 S Ashley Dr 9Th Fl [F6-Rbo], Tampa, FL 33602 • United States
2301 Sunset Point Rd, Clearwater, FL 33765 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leesburg | FL | 11/2019 | 04/2024 |
| Bank Of America, N.A. | Leesburg | FL | 11/2019 | 04/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 05/2024 | 08/2026 |
| Cetera Investment Advisors Llc | Ocala | FL | 05/2024 | 08/2026 |
| Regions Bank | Ocala | FL | 05/2024 | 08/2026 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 08/2026 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 12/2009 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-03 |
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