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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-21 |
| FL | RA | APPROVED | 2020-09-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2016 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 09/2020 | Present |
| Bank Of America, N.A. | Stuart | FL | 09/2020 | Present |
I*1160263, Entity Type: , Name of OBA: C S, Address: Palm City, Florida, 34990, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 03/25/2026, No Hours: 4 Weekly, No Hours during Trading: 0 Weekly, Duties: I*4408267, Entity Type: , Name of OBA: K S TTEE U/A DTD 05/10/2011 BY C S, Address: Palm City, Florida, 34990, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 04/14/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-24 |
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