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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-30 |
| FL | RA | APPROVED | 2020-09-01 |
| TX | RA | APPROVED | 2020-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 02/2013 | 01/2019 |
| Bank Of America, N.A. | Jacksonville | FL | 02/2013 | 02/2019 |
| Jp Morgan Securities, Llc | Dallas | TX | 08/2020 | Present |
| Jp Morgan Chase Bank, N.A. | Dallas | TX | 08/2020 | Present |
| Soltice Realty, Llc | Jacksonville | FL | 08/2015 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-07 |
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