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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 | 2025-04-03 |
| TX | RA | APPROVED_RES | 2025-04-02 |
Branch Locations
726 E Hwy 50, Clermont, FL 34711 • United States
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities, Llc | Winter Garden | FL | 08/2013 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Winter Park | FL | 04/2025 | Present |
LLC; INV RELATED;LONGWOOD,FL; PERSONAL ASSETS AND PASSIVE INVESTMENTS;100% OWNERSHIP; START DATE: 05/13/2026; 3 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-08 |
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