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822 A1A North Suite 102, Ponte Vedra Beach, FL 32082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-21 |
| FL | RA | APPROVED | 2019-02-04 |
Branch Locations
822 A1A North Suite 102, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Ponte Vedra Beach | FL | 06/2009 | 09/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2016 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 09/2016 | 04/2017 |
| Suntrust Advisory Services Llc | Atlanta | GA | 09/2016 | 12/2016 |
| Suntrust Advisory Services Llc | Atlanta | GA | 12/2016 | 04/2017 |
| Lpl Financial Llc | Ponte Vedra Beach | FL | 04/2017 | 11/2022 |
| Private Wealth Llc | Ponte Vedra Beach | FL | 02/2018 | 06/2018 |
| Vigil Wealth Management, Llc | Ponte Vedra Beach | FL | 12/2018 | 12/2021 |
| Vigil Wealth Management, Llc | Ponte Vedra Beach | FL | 12/2021 | Present |
| Lpl Financial, Llc | Ponte Vedra Beach | FL | 04/2017 | 03/2019 |
Insurance Agent; Not investment-related; 822 A1A North, Suite 102, Ponte Vedra Beach, FL 32082; Insurance Sales; Licensed Insurance Agent; 03/2005; Two (2) hours per month; Two (2) hours during securities trading hours; Review client's insurance needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-05 |
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