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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 | 2026-08-07 |
Branch Locations
26811 S Bay Drive Suite 350 Fl 3, Bonita Springs , FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 04/2023 | 09/2025 |
| Kpmg | Austin | TX | 06/2022 | 02/2023 |
| Tulane University | New Orleans | LA | 08/2017 | 05/2022 |
| Fort Myers High School | Fort Myers | FL | 08/2013 | 05/2017 |
| Wells Fargo Advisors Financial Network, Llc | Bonita Springs | FL | 07/2026 | Present |
| Independent Consultant | Austin | TX | 09/2025 | 06/2026 |
REAL ESTATE; NOT INV RELATED;TALLAHASSEE,FL; REAL ESTATE REGULATORY AGENCY ROLE; START DATE: 3/2/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-31 |
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