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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-09 |
Branch Locations
100 Sawgrass Corners Drive, Ponte Vedra Beach, FL 32083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2020 | 06/2026 |
| Php Agency | Jacksonville | FL | 04/2018 | 08/2021 |
| Axia Insurance | Orlando | FL | 11/2017 | 03/2018 |
| Guidewell Corp / Florida Blue | Jacksonville | FL | 11/2015 | 11/2017 |
| Club Corp | Jacksonville | FL | 03/2018 | 03/2021 |
| Miller's Ale House | Jacksonville | FL | 06/2021 | 04/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2024 | 06/2026 |
| Truist Investment Services, Inc | Ponte Vedra Beach | FL | 06/2026 | Present |
| Trust Advisory Services. Inc | Ponte Vedra Beach | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-31 |
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