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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-04 |
| FL | RA | APPROVED | 2025-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Venice | FL | 04/2016 | 08/2024 |
| Wells Fargo Clearing Services, Llc | Venice | FL | 04/2018 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Punta Gorda | FL | 08/2024 | 02/2025 |
| Bank Of America, N.A. | Punta Gorda | FL | 08/2024 | 02/2025 |
| J.P. Morgan Securities Llc | Punta Gorda | FL | 02/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Punta Gorda | FL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-15 |
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