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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 | 2025-06-20 |
| FL | RA | APPROVED | 2024-04-22 |
Branch Locations
255 S County Rd Ste 100 [Vg-Rbo], Palm Beach, FL 33480 • United States
1044 N Us Highway 1 Ste 101, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | West Palm Beach | FL | 01/2015 | 08/2018 |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 08/2018 | 04/2024 |
| Jpmorgan Securities, Llc. | Palm Beach Gardens | FL | 08/2018 | 04/2024 |
| Wells Fargo Clearing Services, Llc | Palm Beach | FL | 04/2024 | Present |
CO-TRUSTEE FOR COUSIN, INVT RELATED, NEW YORK, NY, START DATE 7/1/2024, 0 HRS PER MONTH AND DURING TRADING. POWER OF ATTORNEY FOR COUSIN, INVT RELATED, NEW YORK, NY, START DATE 7/3/2024, 0 HRS PER MONTH, 0 HRS DURING TRADING. EXECUTOR FOR COUSIN'S ESTATE, INVT RELATED, NEW YORK, NY, START DATE 7/3/2024, 0 HRS PER MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-16 |
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