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114 Turner Street, Clearwater, FL 33756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-11 |
Branch Locations
114 Turner Street, Clearwater, FL 33756 • United States
5850 Granite Parkway Suite 750, Plano, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 01/2013 | 06/2019 |
| Bank Of America, N.A. | Plano | TX | 07/2015 | 06/2019 |
| Stifel, Nicolaus & Company, Incorporated | Dallas | TX | 06/2019 | 12/2025 |
| Indivisible Partners | Clearwater | FL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-24 |
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