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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 | 2022-09-06 |
| TX | RA | APPROVED | 2022-09-02 |
Branch Locations
255 S County Rd Ste 100 [Vg-Rbo], Palm Beach, FL 33480 • United States
Boca Raton, FL • 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 |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2010 | 10/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2017 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 10/2017 | 09/2022 |
| Jpmorgan Securities, Llc. | New York | NY | 10/2017 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Palm Beach | FL | 09/2022 | Present |
WILMINGTON38 LLC;INV RELATED; BOCA RATON,FL; AS A VEHICLE FOR A REAL ESTATE INVESTMENT;51% OWNERSHIP; START DATE: 12/03/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING;| ELEVATE WELLBEING LLC ;INV RELATED; GREEN COVE SPRINGS,FL; FOOD SUPPLEMENT BUSINESS;51% OWNERSHIP; START DATE: 04/08/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-01 |
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