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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 | 2025-06-25 |
Branch Locations
1605 Main St 12Th & 14Th Fls [Eq-Rbo], Sarasota, FL 34236 • United States
1819 Main St Ste 230 [A8-Rbo], Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nokomis | FL | 04/2020 | 06/2025 |
| Bank Of America, N.A. | Nokomis | FL | 04/2020 | 06/2025 |
| Trustco Bank | Sarasota | FL | 11/2015 | 06/2018 |
| Maycs | Sarasota | FL | 08/2018 | 08/2019 |
| Unemployed | Sarasoat | FL | 07/2019 | 04/2020 |
| Dillards | Sarasota | FL | 09/2018 | 09/2018 |
| Wells Fargo Clearing Services, Llc. | Sarasota | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-11 |
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