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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_RES | 2019-07-07 |
| FL | RA | APPROVED | 2019-07-03 |
Branch Locations
500 East Broward Blvd Suite 1630, Fort Lauderdale, FL 33394 • United States
3387 Ocean Drive [Satellite], Vero Beach, FL 32963 • United States
Vero Beach , FL • 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 | Vero Beach | FL | 06/2010 | 07/2019 |
| Bank Of America, N.A. | Vero Beach | FL | 04/2011 | 07/2019 |
| Wells Fargo Advisors Financial Network, Llc | Vero Beach | FL | 07/2019 | Present |
C SQUARED VERO BEACH, INV RELATED, VERO BEACH, FL, 100% OWNERSHIP, START 7/1/2019, 2 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE. THREE BULLS LLC, INV RELATED, VERO BEACH, FL, 33.33% OWNERSHIP, START 7/1/2019, 10 HOURS PER MONTH, 10 HOURS DURING TRADING, FINET PRACTICE. PHASE PHARMACEUTICALS, LLC; INV RELATED;DALLAS,TX; PHARMACEUTICALS DEVELOPMENT;Power of Attorney START DATE: 01/15/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-06 |
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