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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 | 2025-02-21 |
| NY | RA | APPROVED | 2022-03-24 |
| NH | RA | APPROVED | 2022-03-23 |
Branch Locations
900 Elm St Ste 700, Manchester, NH 03101 • United States
Marathon, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Manchester | NH | 04/2011 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Manchester | NH | 03/2022 | Present |
7 MILE SUNSET, LLC; NOT INV. RELATED; MARATHON, FL; 100% OWNERSHIP; START DATE 03/31/2022; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; HOLDS VACATION HOME. FLORIDA BAR, NOT INVT RELATED, TALLAHASSEE, FL, INACTIVE LAW LICENSE, START DATE 10/13/2023, 0 HRS PER MONTH AND DURING TRADING, INACTIVE LAW LICENSE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 1997-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-15 |
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