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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 | 2026-07-27 |
Branch Locations
34877 Emerald Coast Pkwy, Destin, FL 32541 • United States
2801 Highway 280 S Ste 400 [A1-Rbo], Birmingham, AL 35223 • 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 |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Phoenix | AZ | 04/2025 | 05/2026 |
| Wilson Insurance & Financial | Niceville | FL | 09/2019 | 05/2026 |
| Cumulus Media | Fort Walton Beach | FL | 09/2018 | 07/2019 |
| Northwest Florida Daily News | Fort Walton Beach | FL | 04/2017 | 06/2018 |
| Northwest Florida Daily News | Fort Walton Beach | FL | 10/2013 | 04/2017 |
| Adcomm | Mary Esther | FL | 06/2018 | 09/2018 |
| Wells Fargo Clearing Services, Llc | Destin | FL | 06/2026 | Present |
| Wells Fargo Bank, Na | Destin | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-26 |
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