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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-23 |
Branch Locations
5350 Town Center Road Suite 200, Boca Raton, FL 33486 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Deerfield Beach | FL | 09/2017 | 07/2026 |
| Wells Fargo Bank Na | Deerfield Beach | FL | 09/2017 | 07/2026 |
| Jpmorgan Chase Bank | Pompano Beach | FL | 09/2016 | 08/2017 |
| Truist Investment Services, Inc | Boca Raton | FL | 07/2026 | Present |
| Truist Advisory Services, Inc. | Boca Raton | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-12 |
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