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823 Se Osceola St, Stuart, FL 34994 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 09/2015 | Present |
| Bank Of America, N.A. | Stuart | FL | 09/2017 | Present |
| Victrix Investment Advisors | Stuart | FL | 09/2023 | Present |
| Merrill Lych | Stuart | FL | 09/2015 | 09/2023 |
Jami Lee McCree is Board member of The Leadership Martin County Alumni for Youth; investment related: No; The mission is to inspire continuous professional and personal growth of Leadership alumni members. The board supports this mission by providing education & networking opportunities for Alumni members to evaluate and act on issues affecting the Martin County Community. Jami will serve on the events committee for the 2026-2027 program year; Start date with business: 2026-08-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-20 |
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