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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 | 2025-03-17 |
| TX | RA | APPROVED | 2025-03-13 |
Branch Locations
800 N Magnolia Ave Ste 1401, Orlando, FL 32803 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Orlando | FL | 10/2008 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 03/2025 | Present |
SHARE THE CARE / 1524 FORMOSA AVE WINTER PARK,FL 32789 / OTHER/ HEALTH CARE & PHARMACEUTICALS / ADULT DAY CARE / OFFICER / / ATTEND AND RUN MEETINGS / START DATE 4/1/2010 / MEETINGS_x000D_| Enzian Film Society 1300 S. Orlando Avenue / United States/ https://enzian.org No / Charity / Start Date 1/12/2015 /No / No| Tau Epsilon Phi 1329 W. 96th Street / United States/ www.tep.org No / Other / Start Date 10/6/2018/ No / No | TAU EPSILON PHI FRATERNITY; NOT INV RELATED; TROY, NY; TREASURER; 09/2018; 2 HOURS PER MONTH; 0 DURING TRADING; TEACH YOUNG MEN
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1981-11-05 |
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