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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 | 2026-07-02 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
3801 Pga Blvd [Satellite], Palm Beach Gardens, FL 33410 • United States
1700 E Putnam Ave Ste 200, Old Greenwich, CT 06870 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cardinal Newman High School | West Palm Beach | FL | 08/2014 | 05/2018 |
| University Of Notre Dame | Notre Dame | IN | 08/2018 | 05/2022 |
| Extended Travel | West Palm Beach | FL | 05/2022 | 03/2023 |
| The Weitz Company | West Palm Beach | FL | 03/2023 | 04/2024 |
| Seacoast Bank | Stuart | FL | 04/2023 | 05/2024 |
| Kipu | Miami | FL | 05/2024 | 01/2025 |
| Truist Investment Services, Inc | Jupiter | FL | 01/2025 | 07/2026 |
| Wells Fargo Advisors Financial Network, Llc | Palm Beach Gardens | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-24 |
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