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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 | 2026-02-11 |
| TX | RA | APPROVED_RES | 2026-02-11 |
Branch Locations
255 S County Rd Ste 100 [Vg-Rbo], Palm Beach, FL 33480 • United States
1044 N Us Highway 1 Ste 101, Jupiter, FL 33477 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Palm Beach Gardens | FL | 02/2007 | 02/2026 |
| Wells Fargo Clearing Services, Llc | Palm Beach | FL | 02/2026 | Present |
Jersey Boy, LLC, Los Suenos, Playa Herradura Costa Rica, Real Estate, Owning investment property and renting investment property for income, Partner, start date-5/6/2022, Investment related-Yes. RENTAL PROPERTY - LOS SUENOS; INV RELATED;PUNTERANAS,-; RENT;100% OWNERSHIP; START DATE: 02/01/2021; 1 HRS PER MONTH; 0 HRS DURING TRADING; POWER OF ATTORNEY FOR MOTHER; INV RELATED;JUPITER,FL; POA; START DATE: 03/17/2026; 2 HRS PER MONTH; 2 HRS DURING TRADING; RENTAL PROPERTY - MOTCIELO ; INV RELATED;HERRUADA,-; RENTAL/INVESTMENT PROPERTY;100% OWNERSHIP; START DATE: 03/20/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-12-04 |
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