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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 | 2025-05-29 |
Branch Locations
22107 Elmira Boulevard Suite A [Satellite], Fort Myers, FL 33952 • United States
12650 New Brittany Blvd Ste B, Fort Myers, FL 33907 • 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 |
|---|---|---|---|---|
| 3 Fisherman Seafood Restaurant | Fort Myers | FL | 02/2014 | 02/2017 |
| Ameriprise Financial Services, Inc. | Fort Myers | FL | 08/2015 | 07/2019 |
| Raymond James Financial Services, Inc. | Fort Myers | FL | 07/2019 | 12/2021 |
| Wells Fargo Advisors Financial Network, Llc | Fort Myers | FL | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-12 |
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