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1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-23 |
Branch Locations
319-C Main Street Suite 105, Smithfield, VA 23430 • United States
1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Virginia Beach | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Virginia Beach | VA | 11/2016 | 01/2018 |
| Edward Jones | St Louis | MO | 01/2018 | 03/2024 |
| Newbridge Financial Services Group, Inc | Boca Raton | FL | 05/2024 | Present |
| Newbridge Securities Corp | Boca Raton | FL | 05/2024 | Present |
1) PAMELA MCWHORTER INSURANCE - 1995 SUFFOLK, VA - ONGOING - LIFE INSURANCE, LONG TERM CARE - 10% OF TIME 2) VIRGINIA MEDICAL FREEDOM ALIANCE, INC. - 504/C THAT IS ACTIVE ORGANIZING AROUND MEDICAL LEGISLATION AND TOPICS AFFECTING CHILDREN AND YOUNG ADULTS. - NOT INVESTMENT RELATED - 06/2024 ADVISORY BOARD MEMBER - CHARITY ZOOM CALLS AT HOME OR MEETING IN RICHMOND, VA - AFTER HOURS 1 to 2 TIMES MONTHLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-13 |
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