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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-03 |
Branch Locations
5029 Us Hwy 19, New Port Richey, FL 34652 • United States
3315 Redeemer Way, Trinity, FL 34655 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Na | Holiday | FL | 12/2014 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Holiday | FL | 01/2018 | 11/2022 |
| Shrimp Wrecked | Tarpon Springs | FL | 06/2016 | 04/2017 |
| St. Petersburg College | St. Petersburg | FL | 08/2009 | 12/2017 |
| J.P. Morgan Securities Llc | Port Richey | FL | 11/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Port Richey | FL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-12 |
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