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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 | 2022-02-09 |
Branch Locations
9110 Strada Pl 3Rd Floor [F9-Rbo], Naples, FL 34108 • United States
1090 North Collier Blvd, Marco Island, FL 34145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami Beach | FL | 02/2014 | 11/2021 |
| Bank Of America, N.A. | Miami Beach | FL | 02/2014 | 11/2021 |
| Wells Fargo Bank, Na | Marco Island | FL | 11/2021 | Present |
| Wells Fargo Clearing Services, Llc | Marco Island | FL | 11/2021 | Present |
RENTAL PROPERTY; INV. RELATED; HOMESTEAD,FL; 100% OWNERSHIP; START DATE 11/01/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-07 |
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