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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 | 2025-08-19 |
Branch Locations
396 Alhambra Cir 8Th Fl [D2-Rbo], Coral Gables, FL 33134 • United States
9899 Ne 2Nd Ave, Miami Shores, FL 33138 • United States
12700 Biscayne Blvd, North Miami, FL 33181 • United States
6015 Washington St, Hollywood, FL 33023 • 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 |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2018 | 05/2022 |
| Suncoast Credit Union | Tampa | FL | 01/2018 | 05/2022 |
| Jpb & Associates | Tampa | FL | 08/2016 | 01/2018 |
| Lpl Financial Llc | Tampa | FL | 05/2022 | 08/2025 |
| Wells Fargo Clearing Services, Llc. | Coral Gables | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-17 |
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