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Pensacola, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-12-10 |
| FL | RA | APPROVED | 2020-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2014 | 04/2020 |
| Dna Wealth Management Llc | Pensacola | FL | 04/2020 | Present |
ALTRUIST PROPERTIES, INC.; NON-INVESTMENT RELATED; OWNER; SAME OFFICE LOCATION; START DATE: 12/2021; SPENDS APPROX. 12HRS/MTH DURING TRADING; NON-PROFIT ORGANIZATION. My Dwelling LLC; non-investment related; owner; same office location; start date: 8/2022; Spends approx. 2HR/Week during trading hours. NOTRE DAME ALUMNI CLUB OF PENSACOLA; NON-INVESTMENT RELATED; PENSACOLA FL; START DATE: 02/2024; SPENDS APPROX. 1 HOUR MONTHLY DURING TRADING HOURS AND APPROX. 2 HOURS OUTSIDE OF TRADING HOURS. INTEGRITAS PARTNER'S, LLC; NON-INVESTMENT RELATED; PENSACOLA FL; START DATE: 4/26/2024; SPENDS 0 HOURS DURING TRADING HOURS AND 4 HOURS OUTSIDE OF TRADING HOURS MONTHLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-05 |
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