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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 | 2025-01-10 |
| FL | RA | APPROVED | 2019-09-10 |
Branch Locations
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
1600 S Federal Hwy, Boynton Beach, FL 33435 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 06/2016 | 09/2019 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 09/2019 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 09/2019 | Present |
POWER OF ATTORNEY FOR MOTHER, INV RELATED, DELARY BEACH, FL, START: 9/21/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-24 |
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