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221 South Collier Blvd. Suite 202, Marco Island, FL 34145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-17 |
| CA | RA | APPROVED | 2026-07-22 |
Branch Locations
221 South Collier Blvd. Suite 202, Marco Island, FL 34145 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | St. Louis | MO | 10/2021 | 07/2026 |
| Wells Fargo Bank | St. Louis | MO | 07/2021 | 10/2021 |
| Florida State University | Tallahassee | FL | 08/2017 | 05/2021 |
| Chicago Zoological Society | Brookfield | IL | 07/2017 | 08/2019 |
| Jewel Osco | Frankfort | IL | 05/2017 | 07/2017 |
| Unemployed | N/A | IL | 05/2011 | 05/2017 |
| Anchor & Oak Wealth Advisors, Llc | Marco Island | FL | 07/2026 | Present |
Progresive Black Men Inc. Not investment Related 2014 Midyette Rd, Tallahassee, FL 32301 Community Service Organization 1st Vice President Started 7/1/2025 5-10 hours a week No hours during securities trading hours Chairs community service, conference, and Public Relations Committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-06 |
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