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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-21 |
| FL | RA | APPROVED | 2024-08-23 |
Branch Locations
5699 W Oakland Park Blvd, Lauderhill, FL 33313 • United States
4875 N Federal Hwy, Fort Lauderdale, FL 33308 • United States
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
350 E Las Olas Blvd Ste 100, Fort Lauderdale, FL 33301 • United States
502 N Federal Hwy, Fort Lauderdale, FL 33301 • United States
1710 S Andrews Ave, Fort Lauderdale, FL 33316 • United States
2525 N Dixie Hwy, Wilton Manors, FL 33305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Deerfield Beach | FL | 03/2016 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Deerfield Beach | FL | 03/2016 | 06/2023 |
| Td Bank N.A. | Fort Lauderdale | FL | 06/2023 | 08/2024 |
| Td Private Client Wealth Llc | Fort Lauderdale | FL | 06/2023 | 08/2024 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-20 |
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