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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-25 |
| TX | RA | APPROVED | 2024-04-17 |
Branch Locations
Fort Meyers, FL • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Jacksonville | FL | 09/2014 | 05/2019 |
| La Fitness | Fort Meyers | FL | 10/2021 | 01/2022 |
| Jp Morgan | Fort Meyers | FL | 06/2019 | 09/2020 |
| Unemployed | Fort Meyers | FL | 10/2020 | 09/2021 |
| Ale House | Fort Meyers | FL | 01/2022 | 04/2022 |
| Unemployed | Fort Meyers | FL | 05/2022 | 03/2024 |
| Farther Finance Advisors | Fort Meyers | FL | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-23 |
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