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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-01 |
| TX | RA | APPROVED_RES | 2022-07-26 |
Branch Locations
820 Highway A1A North Suite E-5, Ponte Vedra Beach, FL 32082 • 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 |
|---|---|---|---|---|
| Pnc / Bbva Securities Inc | Jacksonville | FL | 02/2020 | 06/2021 |
| Pnc / Bbva Insurance Agency | Jacksonville | FL | 03/2018 | 06/2021 |
| Pnc / Bbva Usa | Jacksonville | FL | 08/2015 | 06/2022 |
| Pnc / Bbva Wealth Solutions Inc | Jacksonville | FL | 10/2020 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | Ponte Vedra Beach | FL | 06/2022 | Present |
| J.P. Morgan Securities Llc | Ponte Vedra Beach | FL | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-21 |
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