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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-07-03 |
| TX | RA | APPROVED_RES | 2018-06-27 |
Branch Locations
3861 Central Sarasota Pkwy, Sarasota, FL 34238 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Venice | FL | 07/2015 | 06/2018 |
| Bank Of American N.A. | Venice | FL | 07/2015 | 06/2018 |
| Jpmorgan Chase Bank, N.A. | Sarasota | FL | 06/2018 | Present |
| J.P. Morgan Securities Llc | Sarasota | FL | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-08 |
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