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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 | 2025-12-16 |
| FL | RA | APPROVED | 2021-07-27 |
Branch Locations
255 S County Rd Ste 100 [Vg-Rbo], Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 02/2016 | 08/2017 |
| Bank Of America, N.A. | Rolling Meadows | IL | 04/2016 | 08/2017 |
| Wells Fargo Clearing Services Llc | Barrington | IL | 09/2017 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Palm Beach | FL | 07/2021 | Present |
| Unemployment | Wellington | FL | 09/2019 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-09 |
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