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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-05 |
| TX | RA | APPROVED | 2023-06-01 |
Branch Locations
210 Paseo Reyes Dr, Saint Augustine, FL 32095 • United States
4495 Roosevelt Blvd, Ste 407, Jacksonville, FL 32210 • United States
1516 Cr 220, Fleming Island, FL 32003 • United States
2293 Kingsley Ave, Orange Park, FL 32073 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2009 | 07/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 09/2013 | 07/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 07/2022 | 09/2022 |
| Advised Assets Group, Llc | Greenwood Village | CO | 07/2022 | 09/2022 |
| Massachusetts Mutual Life Insurance Co | Jacksonville | FL | 12/2017 | 10/2019 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 06/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 06/2023 | Present |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2022 | 09/2022 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 07/2022 | 09/2022 |
| Unemployed | St Johns | FL | 10/2022 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-29 |
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