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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 | 2025-01-07 |
Branch Locations
4205 Tamiami Trail S, Venice, FL 34293 • United States
1819 Main St Ste 230 [A8-Rbo], Sarasota, FL 34236 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Venice | FL | 05/2019 | 11/2022 |
| J.P. Morgan Securities Llc | Venice | FL | 03/2019 | 05/2019 |
| Unemployed | North Port | FL | 10/2014 | 02/2019 |
| J.P. Morgan Securities Llc | Venice | FL | 09/2020 | 11/2022 |
| Brewhouse Fishville Llc | Punta Gorda | FL | 01/2019 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nokomis | FL | 11/2022 | 03/2023 |
| Bank Of America N.A. | Nokomis | FL | 03/2023 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-27 |
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