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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-18 |
Branch Locations
814 North Highway A1A Suite 203, Ponte Vedra Beach, FL 32082-3298 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Fig Partners Llc | Jacksonville | FL | 09/2013 | 03/2019 |
| D.A. Davidson & Co. | Jacksonville | FL | 05/2019 | 10/2024 |
| Unemployed | Jacksonville | FL | 03/2019 | 05/2019 |
| Janney Montgomery Scott Llc | Ponte Vedra | FL | 10/2024 | 04/2026 |
| Jwtt, Inc. | Jacksonville | FL | 04/2026 | Present |
MRM Investments LLC, Jacksonville, FL. President (2/14/2005). Family LLC established to hold the RR's personal investments. Managing member. 0 hours per month. 0 hours during trading hours. Duties are limited to filing corporate administrative paperwork once a year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-23 |
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