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Wyndmoor, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-11 |
Branch Locations
St. Augustine, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Jacksonville | FL | 07/1999 | 02/2018 |
| Td Ameritrade, Inc. | Stuart | FL | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith | Stuart | FL | 01/2021 | 05/2024 |
| Bank Of America, N.A. | Stuart | FL | 01/2021 | 05/2024 |
| Thayer Partners Llc | Wyndmoor | PA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-03 |
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