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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2024-12-10 |
Branch Locations
13250 University Center Blvd, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Cape Coral | FL | 01/2014 | 11/2020 |
| Truist Investment Services, Inc. | Orlando | FL | 03/2021 | 11/2024 |
| Unemployed | Cape Coral | FL | 11/2020 | 02/2021 |
| Tz Insurance Solutions Llc | Fort Myers | FL | 02/2021 | 03/2021 |
| Truist Advisory Services Inc. | Orlando | FL | 03/2021 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Myers | FL | 11/2024 | Present |
| Bank Of America, N.A. | Fort Myers | FL | 01/2025 | Present |
I*2109285 Entity Type: For ProfitName: PERUVIAN CHICKS LLCInvestment-related; NoAddress: Cape Coral FL 33909Nature of the other business: Food servicesPosition: OwnerStart date: 02/28/2024 Hours/month you devote to the other business: 1 hr wklyHours devoted during trading hours: 0Duties: Cooking Peruvian foodI*,2625258 Entity TypeEntity For Profit, Name of OBA:Whatever Stix LLC, Address:cape coralFlorida33909, Investment Related:no, Position, Title, Association:General Partner/Managing Member,Owner. Employee Start Date:08/04/2025 No Hours:5 hours weekly,No Hours during trading: 0,Duties:Food truck,Part Time cook I*3104286 Entity Type: N/A Name of OBA:Twitch or Kick Address:cape coral Florida Investment Related:No Position, Title, Association:N/A Start Date:11/01/2025 No Hours: 3 Monthly No Hours during trading:0 Monthly Duties:fitness streaming and Vlogs workouts, vacation, restaurants streaming
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-12 |
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