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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| FL | RA | APPROVED | 2025-10-28 |
Branch Locations
18975 State Rd 54, Lutz, FL 33558 • United States
100 S Ashley Dr 9Th Fl [F6-Rbo], Tampa, FL 33602 • 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Tampa | FL | 10/2015 | 11/2023 |
| Merrill Lynch, Pierce, Fenner & Smtih Inc. | Tampa | FL | 10/2015 | 11/2023 |
| Morgan Stanley Smith Barney Llc | Tampa | FL | 11/2023 | 03/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2024 | 03/2024 |
| Truist Investment Services, Inc | Tampa | FL | 03/2024 | 10/2025 |
| Truist Advisory Services. Inc | Tampa | FL | 03/2024 | 10/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2024 | 03/2024 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-26 |
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