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6817 Southpoint Parkway Suite 1204, Jacksonville, FL 32216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-20 |
Branch Locations
6817 Southpoint Parkway Suite 1204, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Jacksonville | FL | 11/2016 | 04/2020 |
| Schroder Investment Management | New York | NY | 11/2014 | 10/2016 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 04/2020 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Jacksonville | FL | 07/2023 | 09/2023 |
| St. Nichols Private Asset Management, Inc. | Jacksonville | FL | 11/2023 | Present |
HOLY FAMILY CATHOLIC CHURCH; NON INVESTMENT-RELATED; JACKSONVILLE, FL; FINANCE COMMITTEE MEMBER, START DATE 8/18/2023, 2 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO REVIEW AND APPROVE CHURCH BUDGET.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-06 |
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