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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-06 |
| FL | RA | APPROVED | 2022-01-05 |
Branch Locations
3455 Peachtree Rd Ne Division - Southeast, Atlanta, GA 30326 • United States
4705 S Apopka Vineland Rd, Orlando, FL 32819 • United States
Longwood, FL • United States
300 S Orange Ave, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Orlando | FL | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 11/2021 | Present |
I*3444273, Entity Type: Entity Charitable, Name of OBA: Florida Securities Dealers & Advisors, Address: Juptier, Florida, 33458, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 02/13/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: Attend 3 Board meetings , two via zoom and one in person on April 17,2026. Be an advocate representing Merrill in the community for financial advisors. Advocate for, Florida Securities Firms and Investment Advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-25 |
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