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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-28 |
Branch Locations
2000 S Patrick Drive Suite 6, Indian Harbour Beach, FL 32937 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Army National Guard | Enterprise | AL | 12/2017 | 12/2023 |
| Blackfin Building And Development Inc. | Fort Lauderdale | FL | 08/2015 | 08/2017 |
| Rounders Bar | Tuscaloosa | AL | 08/2019 | 12/2019 |
| Men's Wearhouse | Altamonte Springs | FL | 04/2022 | 05/2022 |
| University Of Alabama | Tuscaloosa | AL | 08/2017 | 12/2017 |
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2022 | 08/2023 |
| Truist Investment Services, Inc. | Winter Park | FL | 08/2023 | 10/2023 |
| Truist Advisory Services,Inc. | Winter Park | FL | 10/2023 | 03/2025 |
| Student | Student | AL | 08/2017 | 12/2024 |
| Focus Partners Wealth, Llc | Clayton | MO | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-03 |
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