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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-04-03 |
| VA | RA | APPROVED | 2025-04-03 |
| FL | RA | APPROVED | 2023-07-11 |
| TX | RA | APPROVED | 2023-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 12/2010 | 01/2020 |
| Uber | Winter Springs | FL | 07/2016 | 01/2020 |
| Fidelity Brokerage Services Llc | Vero Beach | FL | 01/2020 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vero Beach | FL | 07/2023 | Present |
| Bank Of America, N.A. | Vero Beach | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-22 |
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