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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-11 |
Branch Locations
5001 Celebration Pointe Suite 120, Gainesville, FL 32608 • United States
Gainesville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | State College | PA | 07/2010 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gainesville | FL | 08/2017 | 05/2018 |
| Wells Fargo Bank, Na | Gainesville | FL | 06/2018 | 12/2018 |
| Wells Fargo Clearing Services, Llc | Gainesville | FL | 10/2018 | 12/2018 |
| Tiaa | Gainesville | FL | 12/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Gainesville | FL | 12/2018 | Present |
| Scottrade Investment Management | State College | PA | 01/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-18 |
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