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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-30 |
| FL | RA | APPROVED | 2019-03-28 |
Branch Locations
9000 Southside Blvd Investment Solutions Group, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida State College At Jacksonville | Jacksonville | FL | 08/2008 | 05/2017 |
| Wells Fargo Advisors, Llc | Jacksonville Beach | FL | 08/2015 | 09/2016 |
| Wells Fargo Bank Na | Jacksonville Beach | FL | 08/2015 | 09/2016 |
| Jp Morgan Chase Bank | Neptune Beach | FL | 10/2016 | 02/2019 |
| Jp Morgan Securities Llc | Neptune Beach | FL | 10/2016 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-29 |
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