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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-13 |
Branch Locations
525 Washington Blvd Central Business Review Unit, Jersey City, NJ 07310 • United States
250 International Pkwy, Lake Mary, FL 32746 • United States
Maitland, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 10/2009 | 07/2018 |
| Bank Of America, Na | Orlando | FL | 03/2010 | 07/2018 |
| Raymond James & Associates, Inc. | St. Petersburg | FL | 06/2019 | 04/2022 |
| Unemployed | Maidland | FL | 07/2018 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Mary | FL | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-01 |
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