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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 | 2025-07-28 |
Branch Locations
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States
2525 Aloma Ave, Winter Park, FL 32792 • United States
480 N Orlando Ave Ste 200, Winter Park, FL 32789 • United States
4010 N Goldenrod Rd, Winter Park, FL 32792 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Orlando | FL | 07/2021 | 11/2022 |
| Ucf | Orlando | FL | 01/2021 | 05/2021 |
| Four Season Resort | Orlando | FL | 09/2015 | 03/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 12/2022 | 07/2025 |
| University Of Central Florida | Orlando | FL | 01/2016 | 04/2021 |
| Bank Of America, N.A. | Orlando | FL | 01/2023 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Winter Park | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-10 |
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