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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 | 2025-06-03 |
Branch Locations
1700 59Th St W, Bradenton, FL 34209 • United States
1819 Main St Ste 230 [A8-Rbo], Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Bradenton | FL | 05/2014 | 09/2018 |
| Lpl Financial, Llc | Lakewood Ranch | FL | 09/2018 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Venice | FL | 07/2019 | 09/2021 |
| Bank Of America, N.A. | Venice | FL | 10/2019 | 09/2021 |
| Regions Bank | Venice | FL | 10/2021 | 05/2025 |
| Cetera Investment Advisers Llc | Venice | FL | 10/2021 | 05/2025 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-01 |
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