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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-30 |
| FL | RA | APPROVED | 2023-07-11 |
Branch Locations
Jacksonville, FL • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith | Jacksonville | FL | 02/2012 | 10/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 04/2012 | 10/2021 |
| Citigroup | Jacksonville | FL | 05/2023 | Present |
| Homemaker | Jacksonville | FL | 10/2021 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-27 |
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