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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-09 |
| TX | RA | APPROVED_RES | 2021-08-02 |
Branch Locations
5041 Bayou Blvd, Pensacola, FL 32503 • United States
301 Gulf Breeze Pkwy, Gulf Breeze, FL 32561 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Puyallup | WA | 11/2013 | 04/2021 |
| Wells Fargo Advisors, Llc | Tacoma | WA | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tacoma | WA | 11/2016 | 08/2017 |
| Wells Fargo Clearing Services, Llc | Puyallup | WA | 12/2017 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gulf Breeze | FL | 06/2021 | Present |
| Bank Of America, N.A. | Gulf Breeze | FL | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-20 |
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