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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Cape Coral | FL | 02/2024 | 02/2026 |
| Wells Fargo Bank, Na | Cape Coral | FL | 12/2022 | 02/2026 |
| Truist Bank | Norfolk | VA | 08/2021 | 11/2022 |
| Atlantic Union Bank | Chesapeake | VA | 05/2019 | 05/2021 |
| Wells Fargo Bank, N.A | Virginia Beach | VA | 03/2015 | 05/2019 |
| Regions Bank | Cape Coral | FL | 02/2026 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 02/2026 | Present |
| Cetera Investment Advisers Llc | Cape Coral | FL | 02/2026 | Present |
VOLUNTEER ASSISTANT BASEBALL COACH FOR CAPE AMERICAN BASEBALL, 4/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-13 |
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