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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 | 2026-07-16 |
| TX | RA | APPROVED_RES | 2026-07-15 |
Branch Locations
4480 Northlake Blvd 1St Floor, Palm Beach Gardens, FL 33410 • United States
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | Palm Beach Gardens | FL | 05/2016 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jupiter | FL | 03/2023 | 07/2026 |
| Bank Of America, N.A. | Jupiter | FL | 05/2023 | 07/2026 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 07/2026 | Present |
*1221253 For profit or not for profit: Entity For Profit Name of outside business organization: Loggerhead Surf Investment related: N Address of business: Jupiter, Florida, 33458 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner"], Start date of relationship: 10/1/2016 Number of hours devoted: 6 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Manufacture and sale of paddleboards LOGGERHEAD SURF ; NOT INV RELATED;JUPITER ,FL; MANUFACTURING AND SALE OF PADDLEBOARDS ;100% OWNERSHIP; START DATE: 03/16/2016; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-22 |
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