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2412 Irwin Street, Melbourne, FL 32901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-17 |
Branch Locations
2412 Irwin Street, Melbourne, FL 32901 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 02/2015 | 03/2019 |
| Ally Invest Securities Llc | Charlotte | NC | 03/2019 | 02/2024 |
| Jla Securities, Llc | Detroit | MI | 11/2021 | 05/2023 |
| Jbd Risk & Compliance | Charlotte | NC | 01/2023 | Present |
| Cache Securities, Llc | Charlotte | NC | 07/2026 | Present |
| Rossby Financial, Llc | Charlotte | NC | 03/2026 | Present |
JBD Risk & Compliance. Not investment related. 9640 Whitewood Trl, Charlotte, NC 28269. Owner/Operator. 01/04/2023. 10 hrs/month. Compliance and Risk consulting. FiSolve 418 Broadway St., Albany, NY 12207 -- This is for the Independent Consultant and Compliance and Risk business. -- Position is Outsourced COO and CCO, along with Legal and Complinace services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-21 |
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