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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-22 |
| FL | RA | APPROVED | 2026-01-21 |
Branch Locations
11389 San Jose Blvd, Jacksonville, FL 32223 • United States
325 Commerce Plaza Blvd, Saint Augustine, FL 32092 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2013 | 07/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2013 | 07/2021 |
| Valuteachers | Ponte Vedra | FL | 08/2021 | 09/2024 |
| Glp Investment Serv/Asset Allocation Strategies | Ponte Vedra | MI | 08/2021 | 09/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 09/2024 | 12/2025 |
| Cetera Investment Advisors Llc | St. Johns | FL | 09/2024 | 12/2025 |
| Regions Bank/Cetera | St. Johns | FL | 09/2024 | 12/2025 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-03 |
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