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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-04 |
| TX | RA | APPROVED | 2022-03-03 |
Branch Locations
501 East Las Olas Blvd Suite 219, Ft. Lauderdale, FL 33301 • 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 | Coral Springs | FL | 05/2010 | 03/2022 |
| Bank Of America,Na | Coral Springs | FL | 07/2010 | 03/2022 |
| Wells Fargo Advisors Financial Network, Llc | Fort Lauderdale | FL | 03/2022 | Present |
RENTAL PROPERTY, INV RELATED, CORAL SPRINGS, FL, 100% OWNERSHIP, START 6/1/2010, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.; RENTAL PROPERTY, INV RELATED, BANNER ELK, NC, 100% OWNERSHIP, START 1/1/2018, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.; RENTAL PROPERTY, INV RELATED, BOONE, NC, 100% OWNERSHIP, START 8/1/2018, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.; TRUSTEE FOR F5 WEALTH MANAGEMENT 401K, INV RELATED, COCONUT CREEK, FL, START: 10/01/2022, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. F5 WEALTH MANAGEMENT LLC, INV RELATED, COCONUT CREEK, FL, 100% OWNERSHIP, START: 1/18/24, 0 HRS PER MONTH, O HRS DURING TRADING, FINET PRACTICE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-15 |
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