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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-17 |
Branch Locations
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States
2595 Burnsed Blvd, The Villages, FL 32163 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | The Vilages | FL | 07/2023 | 09/2024 |
| E-One | Ocala | FL | 09/2022 | 07/2023 |
| Bank Of America | Ocala | FL | 05/2021 | 09/2022 |
| Verizon Tcc Of Belleview | Belleview | FL | 02/2021 | 03/2021 |
| At&T Mobility | Ocala | FL | 10/2019 | 02/2021 |
| Precision Homes | Sterling | CO | 01/2018 | 05/2018 |
| Lowes | Lady Lake | FL | 06/2016 | 03/2017 |
| Florida Strut | Ocala | FL | 03/2017 | 08/2017 |
| Wiseconnect Inc | Ocala | FL | 08/2017 | 01/2018 |
| Automax | Ocala | FL | 06/2018 | 09/2018 |
| Bestbuy | Lady Lake | FL | 09/2018 | 10/2019 |
| Wells Fargo Clearing Services, Llc | The Villages | FL | 10/2024 | Present |
| Wells Fargo Bank, Na | The Villages | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-03 |
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