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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED_RES | 2026-06-12 |
Branch Locations
402 S Kentucky Ave Ste 100, Lakeland, FL 33801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Sarasota | FL | 10/2014 | 03/2018 |
| Wells Fargo Bank, Na | Sarasota | FL | 10/2014 | 03/2018 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 11/2016 | 03/2018 |
| Primerica Financial Services | Lakeland | FL | 02/2020 | 10/2022 |
| Pfs Investments Inc. | Lakeland | FL | 03/2020 | 12/2021 |
| Bank Of Central Florida | Lakeland | FL | 03/2018 | 10/2022 |
| Pfs Investments Inc. | Lakeland | FL | 09/2022 | 10/2022 |
| Truist Investment Services, Inc | Lakeland | FL | 10/2022 | 03/2023 |
| Infinex Investments, Inc | Meriden | CT | 03/2023 | Present |
| Citizens Bank And Trust | Lakeland | FL | 03/2023 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2026 | Present |
| Cetera Investment Advisers Llc | Lakeland | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-09 |
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