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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-18 |
| FL | RA | APPROVED | 2026-05-12 |
Branch Locations
Jacksonville, FL • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2012 | 11/2021 |
| Bank Of America, N.A | Jacksonville | FL | 12/2012 | 11/2021 |
| Petros Financial Group (D.b.a.) | Jacksonville | FL | 11/2021 | 01/2023 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 07/2022 | 03/2025 |
| Jl Smith Holistic Wealth Management (Dba For Advisory Business) | Jacksonville | FL | 10/2022 | 05/2025 |
| Raymond James Financial Services, Inc. | Ponte Vedra Beach | FL | 05/2025 | 02/2026 |
| Brust Wealth Advisors | Ponte Vedra Beach | FL | 05/2025 | 02/2026 |
| Lincoln Investment | Fort Washington | PA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-31 |
| S66 | Uniform Combined State Law Examination | 2011-11-02 |
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