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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-12 |
| NJ | RA | APPROVED | 2024-06-05 |
| CT | RA | APPROVED | 2024-06-04 |
| NY | RA | APPROVED | 2024-06-04 |
| TX | RA | APPROVED | 2024-05-31 |
Branch Locations
450 S Orange Ave, Floor 10, Orlando, FL 32801 • United States
7255 Baymeadows Way, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Eustis | FL | 08/2021 | 05/2024 |
| Truist Financial Corp | Clermont | FL | 11/2019 | 07/2021 |
| Tijuana Flats | Clermont | FL | 04/2017 | 02/2020 |
| Unemployed | Clermont | FL | 05/2014 | 10/2016 |
| Wells Fargo Bank | Eustis | FL | 08/2021 | 05/2024 |
| Br-1, Llc | Clermont | FL | 04/2017 | 02/2020 |
| Suntrust Banks | Winter Garden | FL | 11/2019 | 07/2021 |
| Jade Fountain Rest | Clermont | FL | 11/2016 | 12/2017 |
| J.P. Morgan Securities Llc | Orlando | FL | 05/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Orlando | FL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-13 |
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