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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-02 |
Branch Locations
22 Bull St, Savannah, GA 31401 • United States
300 S Orange Ave, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | New York | NY | 06/2010 | 04/2020 |
| Jpmorgan Chase Bank Na | New York | NY | 07/2011 | 04/2020 |
| Jpmorgan Chase Bank Na | Orlando | FL | 05/2021 | 08/2025 |
| Jpmorgan Securities Llc | Orlando | FL | 05/2021 | 08/2025 |
| Csm Capital Corporation | Orlando | FL | 04/2020 | 01/2022 |
| Heart Of Florida United Way | Orlando | FL | 10/2022 | 12/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 08/2025 | Present |
I*2744280Entity Type: CharitableName of OBA: Heart of Florida United WayAddress:Orlando FloridaInvestment Related:NoPosition, Title, Association:Board MemberStart Date:08/15/2025No Hours: 2 MonthlyNo Hours during trading:2 MonthlyDuties:board member I*2898282 Entity Type: Charitable Name of OBA: Lake Highland Preparatory School Board of Visitors Address:Orlando Florida Investment Related:No Position, Title, Association:Board Member Start Date:09/17/2025 No Hours: 12 Yearly No Hours during trading:12 Yearly Duties:To serve as an advisory board and informed goodwill ambassadors for Lake Highland in the community. This is an advisory board for the school. I am expected to attend quarterly board meetings where the school's administrators give updates about the school and new initiatives/projects. I am expected to listen and give my opinion on proposed changes. I*2898284 Entity Type: N/A Name of OBA: Lake Nona Ladies Association Address:Orlando Florida Investment Related:No Position, Title, Association:Board Member Start Date:0/09/2025 No Hours: 20 Yearly No Hours during trading:0 Yearly Duties:I am expected to attend quarterly board meetings and offer my advice on upcoming events planned at the country club
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-07 |
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