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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-01 |
| TX | RA | APPROVED | 2023-03-01 |
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 | 03/2008 | 01/2023 |
| Stifel, Nicolaus & Company, Incorporated | Palm Beach Gardens | FL | 01/2023 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jupiter | FL | 02/2023 | Present |
| Bank Of America, N.A. | Jupiter | FL | 02/2023 | Present |
Jupiter Junk Removal, LLC; 304 S Caloosahatchee Ave, Jupiter, FL 33458; Junk and debri removal; Co-Owner; clerical duties; 01/01/2019; 2 Hours per Month; Not during securities trading hours; Not Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-19 |
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