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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-20 |
| FL | RA | APPROVED | 2020-12-14 |
Branch Locations
1222 E Vine St, Kissimmee, FL 34744 • United States
351 Cypress Pkwy, Kissimmee, FL 34759 • United States
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Regions Bank | Winter Park | FL | 09/2013 | 12/2020 |
| Cetera Investment Services Llc | St. Cloud | MN | 09/2013 | 12/2020 |
| Cetera Investment Advisers Llc | Winter Park | FL | 01/2014 | 12/2020 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-06-27 |
| S65 | Uniform Investment Adviser Law Examination | 2009-06-16 |
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