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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-21 |
Branch Locations
515 E Las Olas Blvd Fl 7, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Miami | FL | 10/2016 | 11/2016 |
| Wells Fargo Bank | Miami | FL | 10/2016 | 05/2021 |
| Wells Fargo Bank | Fort Lauderdale | FL | 03/2016 | 10/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 05/2021 |
| Ameriprise Financial Services, Llc | Ft Lauderdale | FL | 11/2023 | 03/2024 |
| Truist Investment Services, Inc | Fort Lauderdale | FL | 03/2024 | Present |
| Comerica Securities | Boca Raton | FL | 05/2021 | 11/2023 |
| Truist Advisory Services, Inc. | Fort Lauderdale | FL | 04/2024 | Present |
LRJTJ, LLC POSITION: Member NATURE: Own Commercial Real Estate in Blue Ridge, GA. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2022 ADDRESS: Blue Ridge GA, United States DESCRIPTION: Partner in partnership. No duties or responsibilities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-22 |
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