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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
Branch Locations
9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 03/2011 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 02/2017 | 11/2024 |
| Bank Of America, N.A. | Jacksonville | FL | 02/2022 | 11/2024 |
| Morgan Stanley | Ponte Vedra Beach | FL | 11/2024 | 07/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | 07/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-20 |
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