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One Federal Street 19Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-06-20 |
Branch Locations
327 E. Hickory Ave, Crestview, FL 32536 • United States
327 E Hickory Avenue, Crestview, FL 32536 • United States
645 East Missouri Avenue Suite 170, Phoenix, AZ 85012 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2009 | 03/2018 |
| Moors & Cabot Inc | Crestview | FL | 03/2018 | Present |
1. Okaloosa-Walton Citizen Advisory Committee Board Member, purppose is for transportation planning improvements No compensation, 2 hrs once per Quarter outside business hours 2. DBA Crestview Wealth Management 502 E Hickory Ave Crestview, FL 32536 No Compensation Used for tax filing purposes only 3. City Hall of Crestview, FL Citizen's Advisory Committee Volunteer Board Member, No compensation, 1 hr per month after business hours 4. Orphan to Heir-6101 Staff Road Crestview, FL 32536 Board of Director, Charitable Organization, Volunteer, No compensation, 0 hours during business 5. Kiwanis-Crestview Chapter President; organize local community events and projects targeted for children, no compensation, 2 hrs monthly. 6. Pjaloosa Public Schools Foundation-vote on agenda items and fundraising events twice a year, volunteer, no compensation, 3 hrs monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-31 |
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