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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 | 2025-05-06 |
Branch Locations
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
900 W Indiantown Rd, Jupiter, FL 33458 • 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 |
|---|---|---|---|---|
| Bbtis | Charlotte | NC | 05/2010 | 12/2017 |
| Questar Capital Corporation | Minneapolis | MN | 01/2018 | 03/2019 |
| Questar Asset Management | Mineapolis | MN | 01/2018 | 03/2019 |
| Woodbury Financial Services, Inc. | Charlotte | NC | 03/2019 | 01/2020 |
| Woodbury Financial Services, Inc. | Charlotte | NC | 03/2019 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntersville | NC | 02/2020 | 05/2025 |
| Bank Of America, N.A. | Huntersville | NC | 02/2020 | 05/2025 |
| Phenecie Financial Services. | Charlotte | NC | 01/2018 | 01/2020 |
| Wells Fargo Clearing Services, Llc | Bocat Raton | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-28 |
| S65 | Uniform Investment Adviser Law Examination | 1997-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-10 |
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