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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 | 2025-07-01 |
| MN | RA | APPROVED | 2025-02-26 |
Branch Locations
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
250 Tequesta Dr, Tequesta, FL 33469 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Minneapolis | MN | 10/2021 | 12/2024 |
| Jpmorgan Chase Bank, N.A. | Minneapolis | MN | 10/2021 | 12/2024 |
| Capital One | Katy | TX | 08/2018 | 06/2020 |
| Mobilelink | Sugarland | TX | 08/2017 | 08/2018 |
| Lifetime | Katy | TX | 10/2016 | 02/2017 |
| Starbucks | Katy | TX | 03/2015 | 09/2016 |
| Bokf, Na | Katy | TX | 09/2020 | 09/2021 |
| Unemployed | Katy | TX | 03/2017 | 07/2017 |
| Unemployed | Katy | TX | 07/2020 | 08/2020 |
| Wells Fargo Clearing Services, Llc | El Paso | TX | 01/2025 | Present |
| Wells Fargo Bank, Na | El Paso | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-25 |
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