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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 | 2024-10-10 |
Branch Locations
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
3668 W Hillsboro Blvd, Deerfield Beach, FL 33442 • 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 |
|---|---|---|---|---|
| B- Ocean Hotels | Ft Lauderdale | FL | 06/2010 | 06/2017 |
| Lifecraft Financial Group | Miramar | FL | 11/2013 | 05/2019 |
| Primerica Financial Services | Miami | FL | 10/2017 | 04/2018 |
| Pfs Investments Inc. | Miami | FL | 10/2017 | 04/2018 |
| Forewarn, Llc. | Boca Raton | FL | 10/2017 | 12/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2019 | 08/2021 |
| Cuna Mutual Group | Waverly | IA | 05/2019 | 08/2021 |
| Margaritiville Hotels | Holly Beach | FL | 08/2015 | 06/2019 |
| Dawson James Securities, Inc. | Boca Raton | FL | 08/2021 | 12/2021 |
| Securities America, Inc | Deerfield | FL | 12/2021 | 04/2022 |
| Securities America Advisors | Deerfield | FL | 12/2021 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plantation | FL | 05/2022 | 08/2024 |
| Interactive Data / Fluent Inc | Boca Raton | FL | 10/2017 | 01/2018 |
| Servicemaster | Boca Raton | FL | 05/2017 | 11/2017 |
| Hilton Worldwide | Boca Raton | FL | 01/2015 | 06/2018 |
| Bank Of America, N.A. | Plantation | FL | 06/2022 | 08/2024 |
| Wells Fargo Clearing Services, Llc | Deerfield Beach | FL | 09/2024 | Present |
| Wells Fargo Bank, Na | Deerfield Beach | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-20 |
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