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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-15 |
| CO | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED_RES | 2025-01-14 |
Branch Locations
1850 N Federal Hwy, Boca Raton, FL 33432 • United States
8851 Glades Road, Boca Raton, FL 33434 • United States
12459 Hagen Ranch Rd, Boynton Beach, FL 33437 • United States
7045 Beracasa Way, Boca Raton, FL 33433 • United States
4899 W Atlantic Ave, Delray Beach, FL 33445 • United States
3901 N. Federal Hwy, Boca Raton, FL 33431 • United States
5950 Glades Road, Boca Raton, FL 33431 • United States
555 N. Congress Ave, Boynton Beach, FL 33426 • United States
10815 S Jog Rd, Boynton Beach, FL 33437 • United States
4775 Linton Blvd, Delray Beach, FL 33445 • United States
5000 W. Boynton Beach Blvd, Boynton Beach, FL 33436 • United States
17955 S Military Trl, Boca Raton, FL 33496 • United States
901 South Federal Hwy, Boynton Beach, FL 33435 • United States
2500 Pga Blvd, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Delray Beach | FL | 02/2009 | 11/2024 |
| J.P. Morgan Securities Llc | Denver | CO | 01/2025 | Present |
| Wells Fargo Bank Na/Wells Fargo Advisors/Regional Brokerage | Delray Beach | FL | 02/2009 | 11/2024 |
| Unemployed | Castle Rock | CO | 12/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-05 |
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