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6550 St. Augustine Road Suite 302, Jacksonville, FL 32217-2847 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-22 |
| TX | RA | APPROVED | 2025-10-14 |
Branch Locations
6550 St. Augustine Road Suite 302, Jacksonville, FL 32217-2847 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Na/Merrill Lynch | Jacksonville | FL | 11/2009 | 06/2022 |
| Edward Jones | St Louis | MO | 07/2022 | 09/2025 |
| Life Planning Partners, Inc. | Jacksonville | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-11 |
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