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13000 Sawgrass Village Circle Building 9 Suite 48, Ponte Vedra Beach, FL 32082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-13 |
| IL | RA | APPROVED | 2024-02-29 |
| TX | RA | APPROVED_RES | 2024-02-27 |
Branch Locations
Ponte Vedra, FL • United States
13000 Sawgrass Village Circle Building 9 Suite 48, Ponte Vedra Beach, FL 32082 • 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 | Chicago | IL | 09/2013 | 11/2019 |
| Jpmorgan Chase Bank Na | Chicago | IL | 09/2013 | 11/2019 |
| Snowden Lane Partners | New York | NY | 11/2019 | 02/2024 |
| Private Client Services | Northbrook | IL | 02/2024 | Present |
| Coral Reef Advisors Llc | Ponte Vedra | FL | 08/2023 | Present |
1) Coral Reef Advisors. 13000 Sawgrass Village Circle, Building 9 unit 48, Ponte Vedra FL 32082. RIA. 100 hrs/mo; 50 during trading hrs. 2) Various insurance providers. Sell fixed insurance to residents of states in which he holds a state insurance license. Investment related. 3) Private Client Services - investment related - Ponte Vedra Beach, FL - broker-dealer - Registered Rep - 02/2024 - 60 - 60 - commission-based securities sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-15 |
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