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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-04 |
Branch Locations
2305 Highway 77, Panama City, FL 32405 • United States
2900 North Jefferson Street, Marianna, FL 32446 • United States
11701 Panama City Beach Pkwy., Panama City Beach, FL 32405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ocean County College | Toms River | NJ | 05/2011 | Present |
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 07/2022 |
| Hancock Whitney Investment Services, Inc. | Panama City | FL | 07/2022 | 08/2022 |
| Cetera Investment Advisers Llc | Panama City | FL | 07/2022 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2022 | Present |
| Hancock Whitney Bank | Panama City | FL | 07/2022 | Present |
1. BOARDMEMBER FOR ACHORAGE CHILDRENS HOME; MEETING ONCE A MONTH TO HELP GROW THE CHARITY 2. CO-OWNER OF SLAINTE HOLDINGS LLC; BUY PROPERTY AND RENT IT OUT; OWNED WITH SPOUSE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-12 |
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