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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED_RES | 2025-02-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lake Worth | FL | 11/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lake Worth | FL | 11/2016 | 02/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 02/2025 | Present |
| Bank Of America, N.A. | Palm Beach | FL | 03/2025 | Present |
I*4907273 Entity Type: For Profit Name of OBA: Sole Proprietor or LLC for Motorsports Automotive venture Address: Wellington, Florida, 33414 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 07/20/2026 Number of Hours: 8, Monthly Number of Hours during trading: 0 Duties: Motorsport/Automotive Racing - Potential for purse money at registered track events, advertising and media Will be venture with Father, retired, both of us into Motorsports/racing, Father ran an auto/motorcycle dealership for 42 years, now retired, racing 3-5 times a year on weekends mainly and non trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-03-09 |
| S65 | Uniform Investment Adviser Law Examination | 2009-01-06 |
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