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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-18 |
| FL | RA | APPROVED | 2025-08-05 |
Branch Locations
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States
1530 International Pkwy, Lake Mary, FL 32746 • United States
3603 S Orlando Dr, Sanford, FL 32773 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 04/2019 | 07/2025 |
| Bank Of America, N.A. | Orlando | FL | 04/2019 | 07/2025 |
| Classic Mazda East | Orlando | FL | 05/2014 | 03/2019 |
| Wells Fargo Clearing Services, Llc | Winter Park | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-08 |
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