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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-30 |
| GA | RA | APPROVED | 2025-06-17 |
Branch Locations
300 Galleria Pkwy Se, Atlanta, GA 30339 • United States
2301 Se Monterey Rd, Stuart, FL 34996 • United States
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Charlotte | NC | 02/2013 | 02/2017 |
| Raymond James & Associates | Oklahoma City | OK | 02/2017 | 12/2018 |
| Raymond James & Associates, Inc. | San Antonio | TX | 12/2018 | 08/2019 |
| Rbc Capital Markets, Llc. | Glastonbury | CT | 08/2019 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-08 |
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