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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-14 |
| TX | RA | APPROVED_RES | 2025-02-24 |
| CA | RA | APPROVED | 2025-01-02 |
| DC | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2025-01-02 |
| MD | RA | APPROVED | 2025-01-02 |
| NJ | RA | APPROVED | 2025-01-02 |
| RI | RA | APPROVED | 2025-01-02 |
| SC | RA | APPROVED | 2025-01-02 |
| VT | RA | APPROVED | 2025-01-02 |
| DE | RA | APPROVED | 2023-08-04 |
| NY | RA | APPROVED | 2023-08-03 |
| CT | RA | APPROVED | 2023-06-12 |
| MA | RA | APPROVED | 2023-06-07 |
| NH | RA | APPROVED | 2023-05-17 |
| ME | RA | APPROVED | 2023-05-10 |
| NC | RA | APPROVED | 2023-03-27 |
| GA | RA | APPROVED | 2023-03-24 |
| PA | RA | APPROVED | 2023-03-23 |
| VA | RA | APPROVED | 2023-03-23 |
Branch Locations
1919 Gallows Road 2Nd Floor, Vienna, VA 22182 • United States
3450 Clark Road, Sarasota, FL 34231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakeland | FL | 01/2020 | 03/2023 |
| Hancock Whitney Bank | Sarasota | FL | 06/2007 | 01/2020 |
| Bank Of America N.A. | Lakeland | FL | 04/2020 | 03/2023 |
| Td Bank N.A. | Sarasota | FL | 03/2023 | Present |
| Td Private Client Wealth Llc | Sarasota | FL | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-26 |
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