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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 | 2022-09-02 |
| TX | RA | APPROVED | 2022-06-29 |
Branch Locations
480 N Orlando Ave Ste 220 [Yp-Rbo], Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Orlando | FL | 08/2017 | 03/2018 |
| Odry Vargas Realty Group | Orlando | FL | 01/2016 | 08/2017 |
| Thrivent Financial | Appleton | WI | 08/2017 | 12/2017 |
| Thrivent Financial | Appleton | WI | 12/2017 | 02/2018 |
| Santander Bank, Na | Boston | MA | 02/2018 | 03/2020 |
| Santander Securities, Llc | Dorchester | MA | 02/2018 | 03/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2020 | 06/2020 |
| Fairwinds Credit Union | Orlando | FL | 05/2020 | 06/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kissimmee | FL | 06/2020 | 05/2022 |
| Bank Of America, N.A. | Kissimmee | FL | 06/2020 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 05/2022 | Present |
NAME OF THE OTHER BUSINESS:Personal Real Estate Investment INVESTMENT- RELATED:No ADDRESS OF THE OTHER BUSINESS:Kissimmee, FL YOUR POSITION OR TITLE:Landlord NATURE OF THE OTHER BUSINESS:Private Business START DATE:11/18/2009 APPROXIMATE NUMBER OF HOURS/MONTH:0 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Collect rent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-02 |
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