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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-14 |
| TX | RA | APPROVED | 2023-11-13 |
Branch Locations
2610 Nw 46Th Ter, Ocala, FL 34482 • United States
8111 Sw Hwy 200, Ocala, FL 34481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services. Inc. | Canton | OH | 11/2012 | 08/2017 |
| Portfolio Vision Inc./Raymond James | Canton | OH | 04/2014 | 08/2017 |
| Mutual Of Omaha Investor Services, Inc. | Lake Mary | FL | 10/2019 | 03/2020 |
| Mutual Of Omaha Insurance Company | Lake Mary | FL | 10/2019 | 02/2020 |
| Our Family Financial | Ocala | FL | 01/2018 | 10/2019 |
| Our Family Financial | Ocala | FL | 03/2020 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ocala | FL | 12/2021 | 11/2023 |
| Suleiman Legacy | Villages | FL | 03/2021 | 11/2021 |
| Bank Of America, N.A. | Ocala | FL | 12/2021 | 11/2023 |
| J.P. Morgan Securities Llc | Ocala | FL | 11/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Ocala | FL | 11/2023 | Present |
| Unemployed | Canton | OH | 09/2017 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-12 |
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