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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-12 |
| TX | RA | APPROVED_RES | 2020-02-24 |
Branch Locations
1276 Metropolitan Blvd, Tallahassee, FL 32312 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 04/2016 | 04/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2019 |
| Lpl Financial Llc | Tallahassee | FL | 05/2019 | 01/2020 |
| Capital City Bank | Tallahassee | FL | 05/2019 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fernandina Beach | FL | 01/2020 | Present |
| Bank Of America, N.A. | Fernandina Beach | FL | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-11 |
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