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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 | 2023-11-06 |
Branch Locations
820 Park Shore Dr, Naples, FL 34103 • United States
9110 Strada Pl 3Rd Floor [F9-Rbo], Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Naples | FL | 05/2015 | 03/2018 |
| Jp Morgan Chase Bank | Naples | FL | 05/2015 | 04/2017 |
| Unique Latin Nights | Naples | FL | 02/2015 | Present |
| Jpmorgan Chase Bank, N.A | Bonita Springs | FL | 04/2017 | 03/2018 |
| Bb&T Securities, Llc | Cape Coral | FL | 05/2018 | 02/2021 |
| Bb&T Investments | Cape Coral | FL | 05/2018 | 02/2021 |
| Truist Investment Services, Inc. | Fort Myers | FL | 02/2021 | 01/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 08/2023 |
| Truist Investment Services, Inc. | Bonita Springs | FL | 01/2022 | 08/2023 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 08/2023 | Present |
FREELANCE ENTERTAINER; NOT INV RELATED; BONITA SPRINGS, FL; DISC JOCKEY; START 09/08/2023; 10 HOURS PER MONTH; 0 HOURS DURING TRADING; FREELANCE DJ.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-12 |
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