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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 | 2026-06-16 |
Branch Locations
131 E New York Ave, Deland, FL 32724 • United States
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprise Llc | Orlando | FL | 11/2025 | 04/2026 |
| Brown & Brown Insurance, Inc. | Daytona Beach | FL | 08/2024 | 11/2025 |
| Tomoka Christian Church | Ormond Beach | FL | 06/2023 | 08/2024 |
| Hancock Whitney Bank | New Orleans | LA | 09/2022 | 06/2023 |
| Us Bank | Daytona Beach | FL | 05/2021 | 08/2022 |
| Unicon Financial Services, Inc. | Daytona Beach | FL | 12/2020 | 05/2021 |
| Intracoastal Bank | Daytona Beach | FL | 06/2020 | 12/2020 |
| City National Bank | Charleston | WV | 07/2007 | 05/2020 |
| Wells Fargo Clearing Services, Llc | Ormond Beach | FL | 05/2026 | Present |
| Wells Fargo Bank, Na | Ormond Beach | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-29 |
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