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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 | 2024-06-07 |
| TX | RA | APPROVED | 2024-06-06 |
Branch Locations
1 Independent Dr 24Th Fl, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aqua Grill | Ponte Vedra Beach | FL | 07/2016 | 01/2018 |
| Equity Services, Inc. | Montpelier | VT | 09/2016 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2018 | 06/2024 |
| National Life Group | Jacksonville | FL | 10/2016 | 12/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 02/2018 | 06/2024 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-26 |
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