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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 | 2025-09-26 |
Branch Locations
834 N Cocoa Blvd, Cocoa, FL 32922 • United States
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macy's | Lexington | KY | 04/2017 | 11/2017 |
| Craftsman Contractors | Lexington | KY | 07/2017 | 08/2017 |
| Idle Hour Country Club | Lexington | KY | 06/2018 | 08/2018 |
| Clean Sweep Car Wash | Lexington | KY | 06/2019 | 06/2019 |
| Kroger | Lexington | KY | 03/2018 | 03/2018 |
| University Of Kentucky | Lexington | KY | 08/2015 | 05/2020 |
| Student | Oviedo | FL | 06/2020 | 10/2020 |
| Valic Financial Advisors, Inc | Orlando | FL | 11/2020 | 01/2023 |
| Pruco Securities, Llc | Orlando | FL | 08/2023 | 04/2024 |
| The Prudential Insurance Company Of America | Orlando | FL | 08/2023 | 04/2024 |
| Unemployed | Oviedo | FL | 01/2023 | 08/2023 |
| Osaic Wealth, Inc. | Sebastian | FL | 04/2024 | 06/2025 |
| Wells Fargo Bank, Na | Cocoa | FL | 09/2025 | Present |
| Wells Fargo Clearing Services, Llc | Cocoa | FL | 09/2025 | Present |
| Unemployed | Melbourne | FL | 06/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-29 |
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