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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 | 2025-06-09 |
| TX | RA | APPROVED | 2025-06-06 |
Branch Locations
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
5030 Linton Blvd, Delray Beach, FL 33484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 09/2019 | 01/2022 |
| Bank Of America, N.A. | Boca Raton | FL | 09/2019 | 01/2022 |
| Pines Middle School | Pembroke Pines | FL | 02/2019 | 09/2019 |
| Unemployed | Boca Raton | FL | 09/2018 | 02/2019 |
| First Global | Hallandale Beach | FL | 03/2018 | 09/2018 |
| Webster Bank | Hartford | CT | 09/2016 | 08/2017 |
| Westfield Bank | Springfield | MA | 08/2015 | 09/2016 |
| Unemployed | Boca Raton | FL | 08/2017 | 03/2018 |
| Raymond James & Associates, Inc. | Boca Raton | FL | 01/2022 | 06/2025 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 06/2025 | Present |
(1)Name of Business: Address: 19620 Back Nine Drive, Boca Raton, FL, 33498, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 05/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm the author the five books. I enjoy writing and have written fiction and nonfiction for most of my life. CRAVEMADNESS; INV RELATED; FORT LAUDERDALE, FL; 33% OWNERSHIP; 02/2019; 5 HOURS PER MONTH; 0 HOURS DURING TRADING; FAMILY OWNED RESTAURANT| The Veranda Entrepreneur Podcast; Not Inv Related; Boca Raton, FL; Podcast; 100% Ownership; Start date 09/01/2017; 2 hours per month; ) hours during trading hours; I host a bi-monthly podcast where I interview creative women entrepreneurs.| DEVOTIONAL FOR BUSY WOMEN ; NOT INV RELATED; BOCA RATON,FL; AUTHOR ; START DATE: 12/01/2022; 1 HRS PER MONTH; 0 HRS DURING TRADING; DREAM CHASERS ;NOT INV RELATED; BOCA RATON,FL; NOVEL;AUTHOR ; START DATE: 01/05/2005; 1 HRS PER MONTH; 0 HRS DURING TRADING;| YOUNG, GIFTED AND BLACK: QUARTER-LIFE CRISIS;NOT INV RELATED; BOCA RATON,FL; NOVEL;AUTHOR ; START DATE: 12/01/2020; 1 HRS PER MONTH; 0 HRS DURING TRADING;| YOUNG, GIFTED BLACK: MIDLIFE CRISIS;NOT INV RELATED; BOCA RATON,FL; NOVEL;AUTHOR ; START DATE: 12/01/2021; 1 HRS PER MONTH; 0 HRS DURING TRADING; | COME HOME FOR CHRISTMAS ;NOT INV RELATED; BOCA RATON,FL; NOVEL; AUTHOR ; START DATE: 12/01/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING;| ASSOCIATION FOR CORPORATE GROWTH-SOUTH FLORIDA; NOT INV RELATED;DELRAY BEACH,FL; WOMEN CONNECT FORUM; COMMITTEE MEMBER; START DATE: 01/01/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-25 |
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