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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-23 |
| FL | RA | APPROVED | 2024-09-09 |
Branch Locations
Boca Raton, FL • United States
2301 Se Monterey Rd, Stuart, FL 34996 • United States
601 E Atlantic Ave, Delray Beach, FL 33483 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 08/2017 | 03/2022 |
| Unemployed | Boca Raton | FL | 01/2016 | 08/2017 |
| Morgan Stanley | West Palm Beach | FL | 04/2022 | 07/2023 |
| Citigroup | Fort Lauderdale | FL | 07/2023 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 08/2024 | Present |
| Palm Beach State College | Palm Beach Gardens | FL | 09/2012 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-19 |
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