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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 | 2021-10-08 |
Branch Locations
11415 Beach Blvd, Jacksonville, FL 32246 • United States
6530 Saint Augustine Rd, Jacksonville, FL 32217 • United States
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
2841 County Road 210 W, Jacksonville, FL 32259 • United States
1562 Atlantic Blvd, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Jacksonville | FL | 11/2008 | Present |
| Wells Fargo Advisors Llc | Jacksonville | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 11/2016 | Present |
HOLY FAMILY CATHOLIC CHURCH; NOT INV. RELATED; JACKSONVILLE, FL; FINANCE COMMITTEE MEMBER; START DATE 4/1/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; DUTIES: ACTING AS SOUNDING BOARD FOR PRIEST AND GIVE RECOMMENDATIONS TO ENSURE THE CHURCH IS STAING ON TRACK WITH THE OPERATING BUDGET OF THE CHURCH. DIOCESES OF ST AUGUSTINE; INV RELATED; JACKSONVILLE, FL; COMMUNITY SERVICE ; INVESTMENT COMMITTEE MEMBER; START DATE: 11/03/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-31 |
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