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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 | 2023-06-30 |
| NY | RA | APPROVED | 2023-06-29 |
Branch Locations
2989 Pga Blvd, Palm Beach Gardens, FL 33410 • United States
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
500 Us Hwy 1, North Palm Beach, FL 33408 • United States
11710 Us Hwy 1, Palm Beach Gardens, FL 33408 • United States
255 S County Rd 1St Fl, Palm Beach, FL 33480 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Palm Beach Gardens | FL | 05/2013 | 04/2021 |
| Charles Schwab Bank | Palm Beach Gardens | FL | 02/2015 | 04/2021 |
| Citizens Securities, Inc. | West Palm Beach | FL | 04/2021 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 06/2023 | Present |
POWER OF ATTORNEY FOR MOTHER; INV REALTED; PALM BEACH GARDENS, FL; POA; 05/2021; 1 HOUR PER MONTH; 0 DURING TRADING; ASSISTING MOTHER WITH FINANCIAL AFFAIRS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-05 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-27 |
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