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8825 Perimeter Park Blvd. Suite 304, Jacksonville, FL 32216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-03 |
| FL | RA | APPROVED | 2017-07-25 |
Branch Locations
8825 Perimeter Park Blvd. Suite 304, Jacksonville, FL 32216 • 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 | 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-11 |
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