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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-22 |
| FL | RA | APPROVED | 2025-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 09/2023 | 07/2025 |
| Suntrust | Atlanta | GA | 04/2017 | 11/2018 |
| Eastern Bank | Boston | MA | 12/2018 | 11/2022 |
| Crews Bank & Trust | Sarasota | FL | 10/2022 | 06/2023 |
| Unemployed | Atlanta | GA | 07/2016 | 04/2017 |
| Unemployed | Sarasota | FL | 07/2023 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 07/2025 | Present |
| Bank Of America, N.A. | Sarasota | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-20 |
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