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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 | 2025-08-05 |
Branch Locations
13707 N Us Hwy 441, Lady Lake, FL 32159 • United States
2001 Sw 17Th St, Ocala, FL 34471 • United States
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Orlando | FL | 03/2022 | Present |
| Gill Logistics | Ocala | FL | 09/2018 | 12/2021 |
| Mudpie | Ocala | FL | 10/2017 | 06/2018 |
| College Of Central Florida | Ocala | FL | 05/2017 | 12/2019 |
| Forest High School | Ocala | FL | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-12 |
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