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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 | 2025-08-15 |
Branch Locations
101 E Kennedy Blvd, Tampa, FL 33602 • United States
601 Cleveland St, Clearwater, FL 33755 • United States
50 N Laura St, Jacksonville, FL 32202 • United States
26301 Us Highway 19 N, Clearwater, FL 33761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Los Angeles | CA | 11/2011 | 09/2016 |
| Morgan Stanley | Temple Terrace | FL | 11/2020 | 07/2025 |
| J. M. Marlowe Elementary School | New Port Richey | FL | 08/2019 | 05/2020 |
| Self Employed | Los Angeles | CA | 10/2016 | 08/2017 |
| Nick And Stef Steakhouse | Los Angeles | CA | 08/2017 | 07/2019 |
| Unemployed | Holiday | FL | 06/2020 | 11/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 07/2025 | Present |
I*2700262, Entity Type, Name of OBA: Rental Property 1 Address: St Petersburg Florida33702 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 08/05/2025No Hours: 1 monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-04 |
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