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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 | 2023-10-31 |
Branch Locations
3740 S 3Rd St, Jacksonville Beach, FL 32250 • United States
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
233 N 3Rd St, Jacksonville Beach, FL 32250 • United States
1031 Atlantic Blvd, Atlantic Beach, FL 32233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Jacksonville | FL | 10/2014 | 12/2016 |
| Cetera Investment Services Llc | St.CLoud | MN | 10/2014 | 12/2016 |
| Cetera Investment Advisers Llc | Jacksonville | FL | 03/2015 | 12/2016 |
| Fidelity Bank | Ponte Vedra Beach | FL | 12/2016 | 09/2017 |
| Compass Bank | Birmingham | AL | 09/2017 | 08/2021 |
| Bbva Securities Inc | Jacksonville | FL | 09/2017 | 08/2021 |
| Bbva Compass Insurance Agency Inc | Austin | TX | 09/2017 | 08/2021 |
| Bbva Wealth Solutions Inc. | Jacksonville | FL | 09/2017 | 08/2021 |
| Pnc Investments | Pittsburgh | PA | 08/2021 | 10/2023 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-25 |
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