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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 | 2026-04-13 |
| TX | RA | APPROVED | 2026-04-10 |
Branch Locations
One N Jefferson Ave, St. Louis, MO 63103 • United States
27599 Riverview Center Blvd Suite 120 1St Fl, Bonita Springs, FL 34134 • United States
Washington Crossing, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | New York | NY | 07/2015 | 04/2018 |
| Citadel Securities Americas Llc | New York | NY | 04/2018 | 02/2021 |
| Ubs Financial Services Inc. | Bonita Springs | FL | 05/2021 | 04/2026 |
| Wells Fargo Advisors Financial Network, Llc | Bonita Springs | FL | 04/2026 | Present |
MW TWP LLC; INV RELATED;BONITA SPRINGS,FL; PERSONAL LLC COLLECTING FINET REVENUE ;100% OWNERSHIP; START DATE: 4/10/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; TWP MSO LLC; INV RELATED;BONITA SPRINGS,FL; LLC BUSINESS OPERATIONS ADMINISTRATION;14.28% OWNERSHIP; START DATE: 4/10/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-28 |
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