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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 | 2025-09-03 |
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
3668 W Hillsboro Blvd, Deerfield Beach, FL 33442 • United States
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
1862 W Hillsboro Blvd, Deerfield Beach, FL 33442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 09/2019 | 04/2023 |
| Bank Of America, N.A. | Fort Lauderdale | FL | 09/2019 | 04/2023 |
| Wells Fargo Bank | Boca Raton | FL | 04/2015 | 09/2019 |
| J.P. Morgan Securities Llc | Delray Beach | FL | 04/2023 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Delray Beach | FL | 04/2023 | 09/2025 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 09/2025 | Present |
LIGHTHOUSE TAX SERVICES LLC; INV RELATED; COCONUT CREEK,FL; 50% OWNERSHIP; START DATE: 11/10/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - BENTLEY ; INV RELATED; STUART,FL; RENTAL;50% OWNERSHIP; START DATE: 02/02/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;| LIGHTHOUSE RENTAL GROUP LLC; INV RELATED; STUART,FL; RENTAL;50% OWNERSHIP; START DATE: 02/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-14 |
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