Jonathan Bottaro

110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-09-07

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Jacksonville	FL	03/2020	09/2020
Vystar Credit Union	Jacksonville	FL	09/2013	12/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	02/2021	04/2021
Allied Adjusters Inc.	Jacksonville	FL	01/2019	01/2021
University Of North Florida	Jacksonville	FL	05/2011	12/2019
Landstar	Jacksonville	FL	01/2021	02/2021
Publix	St. Augustine	FL	11/2020	11/2020
Sofi Securities Llc	Jacksonville	FL	04/2021	07/2022
Sofi Wealth Llc	Jacksonville	FL	04/2021	07/2022
B & C Financial Advisors	Ponte Vedra Beach	FL	07/2022	01/2024
B & C Financial Advisors	Ponte Vedra Beach	FL	01/2024	Present

03/2020 → 09/2020

Fidelity Brokerage Services Llc

Jacksonville, FL
09/2013 → 12/2018

Vystar Credit Union

Jacksonville, FL
02/2021 → 04/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
01/2019 → 01/2021

Allied Adjusters Inc.

Jacksonville, FL
05/2011 → 12/2019

University Of North Florida

Jacksonville, FL
01/2021 → 02/2021

Landstar

Jacksonville, FL
11/2020 → 11/2020

Publix

St. Augustine, FL
04/2021 → 07/2022

Sofi Securities Llc

Jacksonville, FL
04/2021 → 07/2022

Sofi Wealth Llc

Jacksonville, FL
07/2022 → 01/2024

B & C Financial Advisors

Ponte Vedra Beach, FL
01/2024 → Present

B & C Financial Advisors

Ponte Vedra Beach, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-08-22
S63	Uniform Securities Agent State Law Examination	2020-07-01

Other Firms