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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-30 |
| FL | RA | APPROVED | 2023-05-16 |
Branch Locations
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
2170 Satellite Blvd Retirement & Personal Wealth Solutions, Duluth, GA 30097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bates & Company | Winter Park | FL | 02/2016 | 12/2016 |
| Transamerica Retirement Solutions | Jacksonville | FL | 01/2017 | 08/2022 |
| Transamerica Investors Securities Corporation | Jacksonville | FL | 01/2017 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2023 | Present |
| Unemployed | Jacksonville | FL | 08/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-04 |
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