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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-15 |
| TX | RA | APPROVED_RES | 2023-01-05 |
Branch Locations
670 George Washington Hwy Ci Client Management, Lincoln, RI 02865 • United States
1025 W International Speedway Blvd Ci Client Management, Daytona Beach, FL 32114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 03/2017 | 06/2017 |
| Blue H2O Ventures Llc | Gulf Breeze | FL | 11/2015 | 03/2017 |
| Bank Of America, N.A. | Daytona Beach | FL | 01/2023 | Present |
| Unemployed | Palm Coast | FL | 05/2022 | 09/2022 |
| Regions Bank | Pensacola | FL | 06/2017 | 04/2021 |
| Cetera Investment Advisers Llc | Pensacola | FL | 06/2017 | 04/2021 |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2017 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Daytona Beach | FL | 09/2022 | Present |
| Fourwinds Aviation, Llc | St. Augustine | FL | 04/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-17 |
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