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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 | 2024-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vero Beach | FL | 07/2013 | 10/2020 |
| Bank Of America | Vero Beach | FL | 07/2013 | 04/2017 |
| Bank Of America, N.A. | Vero Beach | FL | 04/2017 | 10/2020 |
| J.P. Morgan Securities,Llc | Dallas | TX | 10/2020 | 08/2024 |
| J.P. Morgan Bank, N.A. | Dallas | TX | 10/2020 | 08/2024 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 08/2024 | Present |
EXECUTOR FOR MOTHER'S ESTATE; INV RELATED;VERO BEACH,FL; TRANSFER OF ASSETS; EXECUTOR/CO-EXECUTOR/PERSONAL REPRESENTATIVE; START DATE: 07/21/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-26 |
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