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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 | 2026-05-13 |
| TX | RA | APPROVED | 2026-05-06 |
Branch Locations
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 09/2019 | 03/2021 |
| Pf Changs China Bistro | Jacksonville | FL | 01/2017 | 08/2019 |
| Pusser's Carribean Grille | Ponte Vedra | FL | 05/2016 | 01/2017 |
| Northwestern Mutual | Jacksonville | FL | 04/2019 | 08/2019 |
| University Of North Florida | Jacksonville | FL | 06/2013 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 03/2021 | 12/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 03/2021 | 12/2021 |
| Fidelity Investments | Jacksonville | FL | 12/2021 | 05/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2026 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-28 |
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