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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 | 2019-07-02 |
| TX | RA | APPROVED | 2019-07-01 |
Branch Locations
3055 Cardinal Drive Suite 305, Vero Beach, FL 32963 • United States
Mashpee, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vero Beach | FL | 11/2008 | 07/2019 |
| Bank Of America, N.A. | Vero Beach | FL | 12/2009 | 07/2019 |
| Wells Fargo Advisors Financial Network, Llc | Vero Beach | FL | 07/2019 | Present |
1935 32ND AVENUE, LLC; NOT INVESTMENT RELATED; VERO BEACH, FL; 100% OWNERSHIP WITH SPOUSE; START 7/1/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; NO DUTIES. CPA LICENSE; NOT INVESTMENT RELATED; GAINESVILLE, FL; CPA LICENSE; START 7/1/2019; NUMBER OF HOURS PER MINTH 0; NUMBER OF HOURS DURING TRADING 0; NO DUTIES. THREE BULLS, LLC, INVT RELATED, VERO BEACH, FL, 33.33% OWNERSHIP, START 7/1/2019, 10 HRS PER MONTH, 10 HRS DURING TRADING, FINET PRACTICE. BULLS AND BIRDIES, INC.; INVESTMENT RELATED; VERO BEACH, FL; 100% OWNERSHIP; START 8/8/2019; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 2; OWNER AND MANAGER. BULLS AND BIRDIES INC. 401K; INVESTMENT RELATED; VERO BEACH, FL; TRUSTEE; START 12/31/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0. RENTAL PROPERTY, INV RELATED, MASHPEE, MA, 100% OWNERSHIP WITH SPOUSE, START 7/1/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-30 |
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