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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 | 2026-04-20 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
480 N Orlando Ave Ste 200, Winter Park, FL 32789 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-16 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
480 N Orlando Ave Ste 200, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 05/2017 | 11/2025 |
| Bank Of America Merrill Lynch | Tampa | FL | 08/2016 | 04/2017 |
| Wells Fargo Clearing Services | Winter Park | FL | 12/2025 | Present |
| Wells Fargo Advisors Financial Network | Winter Park | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-20 |
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