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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 | 2022-10-06 |
| TX | RA | APPROVED | 2022-10-05 |
Branch Locations
100 Se 3Rd Avenue Suite 1350, Fort Lauderdale, FL 33394 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Fort Lauderdale | FL | 07/2022 | Present |
| Bank Of America Private Bank | Miami | FL | 07/2013 | 06/2022 |
JSB CAPITAL HOLDING LLC, INV RELATED, FORT LAUDERDALE, FL, 100% OWNERSHIP, START 7/19/2022, ZERO HOURS PER MONTH, ZERO HOURS DUIRNG TRADING, FINET PRACTICE. JB CAPITAL VENTURES, LLC, INVT RELATED, MIAMI, FL, 100% OWNERSHIP, START DATE 3/6/2023, 0 HRS PER MONTH AND DURING TRADING, LLC TO HOLD PRIVATE INVESTMENTS. AGI CAPITAL MANAGEMENT LLC, INV RELATED, FORT LAUDERDALE, FL, 30% OWNERSHIP, START 6/21/2022, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. DWJB REAL ESTATE HOLDINGS LLC, INV RELATED, FORT LAUDERDALE, FL, 50% OWNNERSHIP, START 10/31/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS PRIVATE INVESTMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
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