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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-02 |
| NY | RA | APPROVED | 2023-10-02 |
Branch Locations
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Jacksonville | FL | 01/2017 | 05/2023 |
| Wells Fargo Bank Na | Jacksonville | FL | 07/2014 | 05/2023 |
| Citigroup | Jacksonville | FL | 06/2023 | Present |
hope is on the way inc; Not Investment-related; Nature: Helps expecting moms and family with pregnancy resources; Jacksonville, Florida; Started: 2/1/2019; Title: Director; Duties: Help refer moms to available resources; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ///// Onstaff ent; Not Investment-related; Nature: DJ and wedding entertainment services; Jacksonville, Florida; Started: 6/1/2019; Title: Vice President; Duties: Books weddings and events in need of DJ services; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ///// "Onstaff Logistics LLC; Not Investment-related; Nature: Trucking and Transportation; Jacksonville, Florida; Started: February 17, 2025; Title: Vice President; Duties: ) My husband is a CDL driver and primary owner, he will be managing a driver and the driver will subcontract under a larger trucking company to deliver freight; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-06 |
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