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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_RES | 2025-06-21 |
| FL | RA | APPROVED | 2024-04-22 |
Branch Locations
255 S County Rd Ste 100 [Vg-Rbo], Palm Beach, FL 33480 • United States
1044 N Us Highway 1 Ste 101, Jupiter, FL 33477 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 06/2014 | 04/2024 |
| Jpmorgan Chase Bank Na | Palm Beach Gardens | FL | 06/2014 | 04/2024 |
| Wells Fargo Clearing Services, Llc | Palm Beach | FL | 04/2024 | Present |
ALR REAL ESTATE HOLDINGS LLC; INV RELATED; N PALM BEACH, FL; 100% OWNERSHIP; START DATE 2/8/2011; 1 HOUR PER MONTH; 0 DURING TRADING; OWNER. RENTAL PROPERTY (5846); INV RELATED; GREENACRES, FL; 100% OWNERSHIP; START DATE 1/27/2012; 0 HOURS PER MONTH; 0 DURING TRADING; OWNER. RENTAL PROPERTY (330); INV RELATED; WEST PALM BEACH, FL; 100% OWNERSHIP; START DATE 10/10/2012; 0 HOURS PER MONTH; 0 DURING TRADING; OWNER. RENTAL PROPERTY (240); INV RELATED; BOYNTON BEACH, FL; 100% OWNERSHIP; START DATE 4/10/2023; 0 HOURS PER MONTH; 0 DURING TRADING; OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-10 |
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