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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_RES | 2023-12-02 |
| FL | RA | APPROVED | 2021-08-30 |
Branch Locations
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
1791 State Road 44, New Smyrna Beach, FL 32168 • United States
1813 S Ridgewood Ave, Edgewater, FL 32141 • United States
3860 S Nova Rd, Port Orange, FL 32127 • United States
400 W Granada Blvd, Ormond Beach, FL 32174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Port Orange | FL | 04/2016 | 07/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 04/2016 | 07/2021 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 09/2016 | 07/2017 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 08/2019 | 07/2021 |
| Wells Fargo Bank, Na | New Smyrna Beach | FL | 07/2021 | Present |
| Wells Fargo Clearing Services, Llc | New Smyrna Beach | FL | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-09 |
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