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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-13 |
| FL | RA | APPROVED | 2017-05-26 |
Branch Locations
100 S Ashley Dr 9Th Fl [F6-Rbo], Tampa, FL 33602 • United States
7780 Gall Blvd, Zephyrhills, FL 33541 • United States
5227 Bruce B Downs Blvd, Wesley Chapel, FL 33544 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 05/2017 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 01/2004 | 05/2017 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 05/2017 | Present |
BURKLE EVENTS & WEDDINGS DBA CUTS OF CONFETTI; NOT INVESTMENT RELATED; ZEPHYRHILLS,FL; 100% OWNERSHIP BY SPOUSE; CHECK SIGNER ONLY; START DATE 02/22/2018; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; CHECK SIGNER FOR E-COMMERCE WEDDING BUSINESS.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, INVERNESS, FL, START: 6/29/2020, 0 HRS/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-27 |
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