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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-06 |
| TX | RA | APPROVED_RES | 2021-07-06 |
Branch Locations
814 North Highway A1A Suite 203, Ponte Vedra Beach, FL 32082-3298 • 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 | Ponte Verda Beach | FL | 07/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ponte Verda Beach | FL | 11/2016 | 07/2021 |
| Janney Montgomery Scott Llc | Ponte Vedra Beach | FL | 07/2021 | Present |
1) Melaleuca, Inc., Idaho Falls, ID; not investment related; Shopping Club; Referral Rep; start date 12/01/2020; 5 hrs. per month/0.25 per day; Refer friends to shopping club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-03 |
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