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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 | 2025-06-24 |
| FL | RA | APPROVED | 2025-04-21 |
Branch Locations
625 Grand Blvd, Ste 200, Miramar Beach, FL 32550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Miramar Beach | FL | 01/2025 | Present |
| University Of West Florida | Pensacola | FL | 08/2021 | 05/2023 |
| Florida Atlantic University | Boca Raton | FL | 08/2017 | 06/2021 |
| Bear Lakes Country Club | West Palm Beach | FL | 04/2022 | 08/2022 |
| Indian Bayou Golf & Country Club | Destin | FL | 04/2020 | 08/2021 |
| Self | Niceville | FL | 05/2023 | 01/2025 |
| Niceville High School | Niceville | FL | 08/2013 | 05/2017 |
Rocky Bayou Country Club; not investment Related; Niceville, FL; privately owned country club; Instructor; start date 10/26/2024; 20 hours per month; 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-18 |
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