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2725 Colonial Ave, Erie, PA 16505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-14 |
Branch Locations
2170 Main Street Suite 401, Sarasota, FL 34237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 09/2008 | 04/2021 |
| Bank Of America, N.A. | Sarasota | FL | 10/2014 | 04/2021 |
| Morgan Stanley Smith Barney Llc | Sarasota | FL | 04/2021 | 07/2024 |
| Elite Life Management Llc | Sarasota | FL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-23 |
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