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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 | 2026-07-30 |
| TX | RA | APPROVED | 2026-07-29 |
Branch Locations
2510 W Broward Blvd Ste 103, Fort Lauderdale, FL 33312 • United States
400 E Sample Rd, Pompano Beach, FL 33064 • United States
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • 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 |
|---|---|---|---|---|
| Raymond James & Associates Inc | Ft. Lauderdale | FL | 11/2020 | 11/2023 |
| Giibox Inc | Miami | FL | 12/2016 | 11/2020 |
| Wells Fargo | Hollywood | FL | 03/2014 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 02/2024 | 07/2026 |
| Bank Of America, N.A | Fort Lauderdale | FL | 03/2024 | 07/2026 |
| Wells Fargo Clearing Services, Llc. | Boca Raton | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-27 |
| S65 | Uniform Investment Adviser Law Examination | 2020-05-09 |
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