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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-05 |
| FL | RA | APPROVED | 2024-02-05 |
Branch Locations
8625 Tam 8625 Tamiami Trail N. 4Th Floor, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Fairview Heights | IL | 10/2016 | 06/2017 |
| Wells Fargo Advisors Financial Network, Llc | Mount Vernon | IL | 09/2019 | 12/2019 |
| Ace Hardware | Centralia | IL | 05/2014 | 08/2018 |
| Mckendree University | Lebanon | IL | 08/2016 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | Fort Myers | FL | 08/2021 | 12/2023 |
| J.P. Morgan Securities Llc | Fort Myers | FL | 08/2021 | 12/2023 |
| Alvarez And Marsal | Charleston | NC | 12/2019 | 03/2021 |
| Unemployed | Centralia | IL | 08/2019 | 08/2019 |
| Unemployed | Fort Myers | FL | 04/2021 | 07/2021 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-21 |
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