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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-14 |
| TX | RA | APPROVED | 2022-10-03 |
Branch Locations
370 Village Oaks Dr, St Johns, FL 32259 • United States
426 Durbin Pavilion, Saint Johns, FL 32259 • United States
13920 Old St Augustine Rd, Unit 1, Jacksonville, FL 32258 • United States
604 County Road 210 W, Saint Johns, FL 32259 • United States
51 Pine Chase Way, St Johns, FL 32259 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Jacksonville | FL | 03/2017 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 02/2018 | 06/2019 |
| St. Vincents Hospital Southside | Jacksonville | FL | 09/2013 | 08/2017 |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 07/2019 | Present |
| J.P. Morgan Securities Llc | Jacksonville | FL | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-15 |
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