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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-19 |
| FL | RA | APPROVED | 2020-02-04 |
Branch Locations
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
1100-1800 American Blvd Retirement & Personal Wealth Solutions, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mill Valley | CA | 10/2001 | 11/2016 |
| Lincoln Financial Distributors | Radnor | PA | 11/2016 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2019 | Present |
| Unemployed | Ponte Vedra | FL | 08/2019 | 12/2019 |
I*131340 For profit or not for profit: For-Profit Organization Name of outside business organization: Florida Real Estate License Investment related: N Address of business: Ponte Vedra Beach, Florida 32082 Nature of business: Other,pernsonal real estate purrchases only Position, title, association: Part-Time, Start date of relationship: 7/2/2020 Number of hours devoted: 6 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: real estate license for personal real estate purchases only. Not for sales/commission based sales to other people. I* 1692307 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: no Address of business: Ponte Vedra Beach, FL, 32082 Nature of business: Position, title, association: Sole owner Start date of relationship: 03/10/2024 Number of hours devoted: 168 weekly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-30 |
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