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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 | 2017-06-16 |
Branch Locations
2989 Pga Blvd Ste 200, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | North Palm Beach | FL | 08/2007 | 06/2017 |
| Morgan Stanley Smith Barney | North Palm Beach | FL | 06/2009 | 06/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2017 |
| Wells Fargo Clearing Services, Llc | Palm Beach Gardens | FL | 06/2017 | Present |
TRUSTEE FOR CHILD'S TRUST, INV RELATED, PALM BEACH GARDENS, FL, START 3/9/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. TRUSTEE FOR CHILD'S TRUST, INV RELATED, PALM BEACH GARDENS, FL, START 3/10/2023, .5 HOUR PER MONTH, ZERO HOURS DURING TRADING. RENTAL PROPERTY; INV RELATED; VAIL, CO; 100% OWNERSHIP; START DATE 4/4/2024; 1 HOUR PER MONTH; 0 DURING TRADING; OWNER OF RENTAL PROPERTY. BORN FREE LLC; INV RELATED; PALM BEACH GARDENS, FL; 100% OWNERSHIP; START DATE 3/18/2024; 1 HOUR PER MONTH; 0 DURING TRADING; OWNER OF LLC FOR RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-25 |
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