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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 | 2021-12-14 |
Branch Locations
1540 Cornerstone Blvd Stes 110 & 210, Daytona Beach, FL 32117 • United States
1 Independent Dr 20Th Fl [Support Center], Jacksonville, FL 32202 • United States
Ormond Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lawrenceville | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lawrenceville | NJ | 11/2016 | 01/2020 |
| Charles Schwab & Co., Inc. | Orlando | FL | 10/2020 | 02/2021 |
| Unemployed | Chuluota | FL | 02/2020 | 09/2020 |
| Raymond James & Associates, Inc. | Orlando | FL | 03/2021 | 08/2021 |
| Wells Fargo Clearing Services, Llc. | Jacksonville | FL | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-15 |
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