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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 | 2026-07-31 |
Branch Locations
100 S Ashley Dr 9Th Fl [F6-Rbo], Tampa, FL 33602 • United States
100 E Lake Rd, Palm Harbor, FL 34685 • 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 |
|---|---|---|---|---|
| Suntrust Bank | Lutz | FL | 03/2015 | 09/2016 |
| Suntrust Investment Services, Inc. | Lutz | FL | 03/2015 | 09/2016 |
| Truist Investment Service, Inc | Atlanta | GA | 09/2016 | 07/2025 |
| Truist Investment Servise, Inc | Atlanta | GA | 07/2025 | 07/2026 |
| Wells Fargo Clearing Services, Llc | Palm Harbor | FL | 07/2026 | Present |
| Wells Fargo Bank, Na | Palm Harbor | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-12 |
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