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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-04 |
Branch Locations
Crawfordville, FL • United States
3325 Thomasville Rd Suite B, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Tallahassee | FL | 06/2014 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Tallahassee | FL | 10/2018 | 08/2022 |
| Morgan Stanley | Atlanta | GA | 08/2022 | 03/2023 |
| J.P. Morgan Securities Llc | Atlanta | GA | 03/2023 | 09/2023 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 03/2023 | 09/2023 |
| Truist Investment Services, Inc | Atlanta | GA | 09/2023 | 04/2026 |
| Truist Advisory Services, Inc | Atlanta | GA | 09/2023 | 04/2026 |
| Edward Jones | St. Louis | MO | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-03 |
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