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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 | 2025-03-03 |
| TX | RA | APPROVED | 2025-02-28 |
Branch Locations
22107 Elmira Boulevard Suite A [Satellite], Fort Myers, FL 33952 • United States
12650 New Brittany Blvd Ste B, Fort Myers, FL 33907 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Fort Myers | FL | 09/2012 | 02/2017 |
| Charles Schwab Bank | Fort Myers | FL | 09/2012 | 02/2017 |
| Td Ameritrade | Naples | FL | 02/2017 | 01/2018 |
| Lake Michigan Credit Union | Fort Myers | FL | 01/2018 | 07/2021 |
| Citizens Bank, Na | Cape Coral | FL | 08/2021 | 02/2023 |
| First Federal Bank | Panama City | FL | 02/2023 | 08/2023 |
| Crews Bank And Trust | Port Charlotte | FL | 09/2023 | 10/2023 |
| Unemployed | Cape Coral | FL | 10/2023 | 11/2023 |
| Block Advisors | Fort Myers | FL | 12/2023 | 01/2025 |
| Gulfside Lending | Cape Coral | FL | 01/2024 | 02/2024 |
| Tomasso Mortgage | Cape Coral | FL | 05/2024 | 01/2025 |
| Guardian Life Insurance Company | Fort Myers | FL | 10/2024 | 01/2025 |
| Park Avenue Securities | Fort Myers | FL | 10/2024 | 01/2025 |
| Wells Fargo Advisors Financial Network, Llc | Fort Meyers | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-11 |
| S66 | Uniform Combined State Law Examination | 2010-12-01 |
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