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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 | 2022-08-10 |
Branch Locations
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
5420 Military Trail, Jupiter, FL 33458 • 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 |
|---|---|---|---|---|
| Cg Capital Markets, Llc | Boca Raton | FL | 07/2015 | 02/2018 |
| Intercoastal Capital Markets, Inc | 5550 Glades Road | FL | 02/2018 | 01/2020 |
| Wells Fargo Clearing Services, Llc | Palm Beach Gardens | FL | 05/2022 | Present |
| Wells Fargo Bank, Na | Palm Beach Gardens | FL | 05/2022 | Present |
| Unemployed | Jupiter | FL | 02/2020 | 05/2022 |
GREETINGS USA, LLC, INVT RELATED, JUPITER, FL, 100% OWNERSHIP, START DATE 8/6/2024, 15 HRS PER MONTH, 0 HRS DURING TRADING, ECOMMERCE BUSINESS FOR SELLING MERCHANDISE FOR 2024 POLITICAL RACES FOR BOTH PARTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-11 |
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