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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 | 2026-04-14 |
Branch Locations
1 Independent Dr, Jacksonville, FL 32202 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
818 Us Highway A1A N, Ponte Vedra Beach, FL 32082 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-05 |
| TX | RA | APPROVED | 2025-03-04 |
Branch Locations
Ponte Vedra, FL • United States
818 Highway A1A, Ponte Vedra Beach, FL 32082 • United States
1 Independent Dr 24Th Fl, Jacksonville, FL 32202 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2014 | 02/2025 |
| Bank Of America, N.A. | Jacksonville | FL | 08/2014 | 02/2025 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 02/2025 | Present |
| Wells Fargo Advisors Financial Network | Jacksonville | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-22 |
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