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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-11 |
| FL | RA | APPROVED | 2022-09-12 |
Branch Locations
1901 S Harbor City Blvd #509, Melbourne, FL 32901-0000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Titusville | FL | 05/2016 | 10/2016 |
| Wells Fargo Advisors, Llc | Titusville | FL | 05/2016 | 10/2016 |
| Pnc Investments | Pittsburgh | PA | 10/2016 | 08/2020 |
| Fifth Third Bank | Melbourne | FL | 09/2020 | 09/2022 |
| Fifth Third Securities | Melbourne | FL | 09/2020 | 09/2022 |
| Edward Jones | St Louis | MO | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-06 |
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