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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 | 2025-09-23 |
Branch Locations
11135 State Road 70 E, Bradenton, FL 34202 • United States
1819 Main St Ste 230 [A8-Rbo], Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | St Petersburg | FL | 08/2022 | 09/2025 |
| Ballyhoo Media Management | St Petersburg | FL | 08/2023 | 10/2024 |
| Suncoast Credit Union | St Petersburg | FL | 11/2021 | 08/2022 |
| Seminole Tribal Gaming Commission | Tampa | FL | 07/2020 | 11/2021 |
| Seminole Hard Rock Hotel And Casino | Tampa | FL | 08/2019 | 07/2020 |
| Fedex Express | Pinellas Park | FL | 03/2019 | 03/2020 |
| M&Belanger Inc Contractor For Fedex Ground | St Petersburg | FL | 07/2018 | 03/2019 |
| Fsz Logistics Contractor For Fedex Ground | Dallas | TX | 03/2018 | 07/2018 |
| Lowe's Home Improvement | Owatonna | MN | 04/2017 | 08/2017 |
| Bloomtastic Flowers And Events | Upper Arlington | OH | 05/2016 | 12/2016 |
| Usa Hockey Independant Contractor | Colorado Springs | CO | 10/2008 | 01/2019 |
| Fifth Third Securities | St Petersburg | FL | 05/2024 | 09/2025 |
| Wells Fargo Bank, Na | Bradenton | FL | 09/2025 | Present |
| Wells Fargo Clearing Services, Llc | Bradenton | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-19 |
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