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Current Employers
Trustwell Financial Advisors, Llc

8825 Perimeter Park Blvd. Suite 304, Jacksonville, FL 32216 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-02-03
FL RA APPROVED 2017-07-25
  • TX RA
    APPROVED_RES
    Since 2021-02-03
  • FL RA
    APPROVED
    Since 2017-07-25

Branch Locations

8825 Perimeter Park Blvd. Suite 304, Jacksonville, FL 32216 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 08/2014 03/2017
Bank Of America N.A. Jacksonville FL 10/2014 03/2017
Unemployed Jacksonville FL 04/2017 06/2017
Trustwell Financial Advisors, Llc Jacksonville FL 07/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-11
  • S66 Uniform Combined State Law Examination
    2014-10-11
Other Names
  • Tanner Doudna

View on SEC IAPD

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