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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-16 |
| FL | RA | APPROVED | 2022-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bold New City Financial | Jacksonville | FL | 03/2019 | 08/2019 |
| Equity Services Inc And National Life Group | Jacksonville | FL | 03/2019 | 08/2019 |
| Allstate Financial Services Llc | Lincoln | NE | 06/2016 | 03/2019 |
| Michael Halloran | Jacksonville | FL | 08/2019 | 10/2019 |
| Northwestern Mutual Investment Services Llc | Jacksonville | FL | 08/2019 | 04/2022 |
| Joshua Carter | Jacksonville | FL | 10/2019 | 12/2019 |
| Vince Boyd | Kng Of Prussia | PA | 11/2019 | 01/2020 |
| Jessica Salazar | Jacksonsville | FL | 01/2020 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith | Jacksonville | FL | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-19 |
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