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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-31 |
| CA | RA | APPROVED | 2026-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 07/2018 | 12/2020 |
| Elite Flooring | Atlanta | GA | 10/2017 | 07/2018 |
| Alpha Sales Solutions | Atlanta | GA | 01/2016 | 10/2017 |
| Bank Of America, N.A. | Atlanta | GA | 08/2018 | 12/2020 |
| Elite Flooring | Tampa | FL | 01/2021 | 12/2025 |
| Unemployment | St. Petersburg | CA | 01/2026 | Present |
| Castaway Ltd | Providenciales | 01/2009 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-11 |
| S66 | Uniform Combined State Law Examination | 2018-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-02 |
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