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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-02 |
| FL | RA | APPROVED | 2017-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Orlando | FL | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 05/2017 | Present |
| Bank Of America, N.A. | Winter Park | FL | 07/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-17 |
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