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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-01 |
| FL | RA | APPROVED | 2022-10-07 |
Branch Locations
1555 E Mitchell Hammock Rd, Oviedo, FL 32765 • United States
2601 State Rd 434 W, Longwood, FL 32779 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorganchase Na | New York | NY | 08/2007 | 06/2019 |
| J.P. Morgan Securities Llc | Mount Freedom | NJ | 10/2012 | 06/2019 |
| Wells Fargo Bank, Na | Cocoa | FL | 11/2020 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Cocoa | FL | 11/2020 | 04/2022 |
| Holiday Inn Club Vacations | Kissimmee | FL | 06/2019 | 01/2020 |
| Hilton Grand Vacations | Orlando | FL | 01/2020 | 10/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Titusville | FL | 07/2022 | Present |
| Marriott Vacation World | Orlando | FL | 05/2022 | 07/2022 |
| Bank Of America, N.A. | Titusville | FL | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-10 |
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