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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-01 |
Branch Locations
11900 Forest Hill Blvd, Wellington, FL 33414 • United States
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
7385 W Atlantic Ave, Delray Beach, FL 33446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Boynton Beach | FL | 08/2019 | 04/2022 |
| Jpmorgan Securities Llc | Palm Beach | FL | 08/2016 | 08/2019 |
| J.P. Morgan Securities Llc | Boynton Beach | FL | 08/2019 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 04/2022 | 04/2024 |
| Bank Of America, N.A. | Boca Raton | FL | 05/2022 | 04/2024 |
| Wells Fargo Clearing Services, Llc | Delray Beach | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-17 |
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