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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 | 2024-11-01 |
| TX | RA | APPROVED_RES | 2024-10-31 |
Branch Locations
255 S County Rd 2Nd Fl, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Palm Beach Gardens | FL | 10/2007 | 10/2024 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Palm Beach | FL | 10/2024 | Present |
328 CROTON, LLC, INVT RELATED, NORTH PALM BEACH, FL, 50% OWNERSHIP, START DATE 10/10/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, LLC FOR RENTAL PROPERTIE(S). RENTAL PROPERTY, INVT RELATED, WET PALM BEACH, FL, 50% OWNERSHIP, START DATE 10/10/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. 320 SAILFISH, LLC, INVT RELATED, WEST PALM BEACH, FL, 34% OWNERSHIP, START DATE 11/1/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, LLC FOR RENTAL PROPERTIE(S). LAMP REAL ESTATE, LLC, INVT RELATED, NORTH PALM BEACH, FL, 50% OWNERSHIP, START DATE 4/1/2017, 1 HR PER MONTH, 0 HRS DURING TRADING, LLC FOR RENTAL PROPERTIE(S). RENTAL PROPERTY, INVT RELATED, WEST PALM BEACH, FL, 50% OWNERSHIP, START DATE 10/1/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, STUART, FL, 50% OWNERSHIP, START DATE 7/1/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, STUART, FL, 34% OWNERSHIP, START DATE 2/1/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, STUART, FL, 34% OWNERSHIP, START DATE 2/1/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, WEST PALM BEACH, FL, 50% OWNERSHIP, START DATE 2/1/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. ANCHOR AVE STUART, LLC, INVT RELATED, NORTH PALM BEACH, FL, 25% OWNERSHIP, START DATE 6/1/2018, 1 HR PER MONTH, 0 HRS DURING TRADING, LLC FOR RENTAL PROPERTIE(S). RENTAL PROPERTY, INVT RELATED, WEST PALM BEACH, FL, 50% OWNERSHIP, START DATE 9/1/2017, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, STUART FL, 25% OWNERSHIP, START DATE 6/1/2018, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, STUART, FL, 34% OWNERSHIP, START DATE 2/1/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. | RENTAL PROPERTY (2573); INV RELATED; JENSEN BEACH, FL; 100% OWNERSHIP; 04/2025; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL PROPERTY | RENTAL PROPERTY (2593); INV RELATED; JENSEN BEACH, FL; 100% OWNERSHIP; 04/2025; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL PROPERTY | FLORIDA DEPARTMENT OF CHILDREN AND FAMILIES; NOT INV RELATED; TALLAHASSEE, FL; FOSTER CARE; START DATE: 08/14/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - 323 ALMERIA RD; INV RELATED;WEST PALM BEACH,FL; RESIDENTIAL REAL ESTATE;50% OWNERSHIP; START DATE: 8/3/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-02 |
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