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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 | 2022-08-03 |
| FL | RA | APPROVED | 2019-10-31 |
Branch Locations
1 Independent Dr 24Th Fl, Jacksonville, FL 32202 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ponte Vedra Beach | FL | 05/2004 | 10/2019 |
| Bank Of America, Na | Ponte Vedra Beach | FL | 09/2009 | 10/2019 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 10/2019 | Present |
LOST IN THE GRASS; NOT INVESTMENT RELATED; JACKSONVILLE,FL; BAND MEMBER; START DATE 02/20/2020; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; BAND MEMBER.; TRUSTEE FOR FATHER, INV RELATED, PONTE VEDRA, FL, START: 10/01/2021, 0 HRS/MONTH, 0 HRS DURING TRADING. WASECA PARTNERS, LLC; INV. RELATED; JACKSONVILLE,FL; 100% OWNERSHIP; START DATE 01/01/2023; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; RECEREATIONAL HUNTING PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-10 |
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