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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 | 2026-03-06 |
| FL | RA | APPROVED | 2026-01-13 |
Branch Locations
17907 Aprile Dr Ste 100, Land O'LAkes, FL 34638 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Marine Corps | Jacksonville | NC | 03/2015 | 12/2018 |
| Lowe's | Winter Garden | FL | 04/2020 | 07/2020 |
| Corona Cigar Company | Orlando | FL | 06/2021 | 03/2022 |
| Action Audio Visual | Leesburg | FL | 02/2022 | 09/2023 |
| Perez-Calhoun Law Firm | Winter Park | FL | 04/2023 | 09/2023 |
| New York Life Insurance Company | Maitland | FL | 10/2023 | 02/2024 |
| Nylife Securities Llc | Maitland | FL | 02/2024 | 01/2026 |
| Valencia Community College | Orlando | FL | 01/2019 | 03/2020 |
| University Of Central Florida | Orlando | FL | 08/2020 | 10/2023 |
| Wells Fargo Clearing Services, Llc | Land O'LAkes | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-27 |
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