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200 Carillon Parkway, St Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-06 |
Branch Locations
200 Carillon Parkway, St Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Ft Worth | TX | 07/2013 | 04/2018 |
| Apex Clearing | Dallas | TX | 04/2018 | 01/2019 |
| Charles Schwab & Co., Inc. | Fort Worth | TX | 02/2019 | 11/2019 |
| Webull Financial Llc | St. Petersburg | FL | 11/2019 | Present |
| Webull Technologies (Us) Llc | St. Petersburg | FL | 01/2023 | Present |
1) Name: Soller Legacy LLC Business: Property Related -- not investment address: 2201 Long Derby Way Casselberry Florida 327707 Postion: Partner Relationship: Partner of the business start date: 12/30/2022 - business is not operational hours: 8 hours per month Hours during trading: Zero Duties: The business is not operating at this time 2) Webull Pay, Managing Director, Investment-related; 44 Wall Street, FL 2, New York, NY 10005; New York State DFS Virtual currency business; 1/9/2023; Minimal, as needed hours during US Securities Trading Hours; Managing Director duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-13 |
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