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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-17 |
| TX | RA | APPROVED_RES | 2025-01-30 |
Branch Locations
2301 East Colonial Dr, Orlando, FL 32803 • United States
301 S. New York Ave, Winter Park, FL 32789 • United States
25 E Church St, Ste 130, Orlando, FL 32801 • United States
2424 Edgewater Dr, Orlando, FL 32804 • United States
5189 S Conway, Orlando, FL 32812 • United States
315 S Avalon Park Blvd, Orlando, FL 32828 • United States
860 Cypress Pkwy, Kissimmee, FL 34759 • United States
1004 Buenaventura Blvd., Kissimmee, FL 34743 • United States
4355 13Th Street, St. Cloud, FL 34769 • United States
13824 Narcoossee Rd, Orlando, FL 32832 • United States
12528 S Orange Blossom Trl, Orlando, FL 32837 • United States
1401 N Main St, Kissimmee, FL 34744 • United States
11969 Ferris State Way, Orlando, FL 32828 • United States
8184 Lee Vista Blvd, Orlando, FL 32829 • United States
12190 University Blvd, Orlando, FL 32817 • United States
4444 Curry Ford Road, Orlando, FL 32812 • United States
4167 Town Center Blvd, Orlando, FL 32837 • United States
14105 Lake Nona Blvd, Orlando, FL 32824 • United States
9592 Narcoossee Rd, Orlando, FL 32827 • United States
2710 South Orange Avenue, Orlando, FL 32806 • United States
3193 South John Young Parkway, Kissimmee, FL 34746 • United States
450 S Orange Ave, Orlando, FL 32801 • United States
2424 Edgewater Dr, Floor 02, Orlando, FL 32804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A./Wells Fargo Advisors, Llc | Charlotte | NC | 10/2002 | 12/2024 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 04/2003 | 12/2024 |
| J.P. Morgan Securities Llc | Orlando | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-31 |
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