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13000 Sawgrass Village Circle Building 9 Suite 48, Ponte Vedra Beach, FL 32082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-17 |
| IL | RA | APPROVED | 2024-05-24 |
| FL | RA | APPROVED | 2024-04-04 |
Branch Locations
13000 Sawgrass Village Circle Building 9 Suite 48, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Chicago | IL | 08/2011 | 11/2019 |
| Jpmorgan Chase Bank Na | Chicago | IL | 08/2011 | 11/2019 |
| Snowden Lane Partners | New York | NY | 11/2019 | 02/2024 |
| Private Client Services, Llc | Ponte Verdra | FL | 02/2024 | Present |
| Coral Reef Investments | Ponte Vedra | FL | 08/2023 | Present |
1) Coral Reef Advisors. 13000 Sawgrass Village Circle, Building 9 unit 48, Ponte Vedra FL 32082. RIA. 160 hrs/mo; 160 during trading hrs. 2) Various insurance. Insurance sales to residents of states in which he holds an insurance license. Investment related. 3) Private Client Services, LLC - investment related - Louisville, KY - broker-dealer - registered representative - 02/2024 - 16 - 16 - commission-based securities transactions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-23 |
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