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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-09 |
| TX | RA | APPROVED_RES | 2021-08-13 |
| MD | RA | APPROVED | 2021-07-21 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • 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 |
|---|---|---|---|---|
| Main Street Tower | Bel Air | MD | 03/2013 | Present |
| Axa Advisors, Llc | Columbia | MD | 01/2015 | 10/2019 |
| Mml Investors Services | Hunt Valley | MD | 11/2019 | 05/2021 |
| Massmutual | Hunt Valley | MD | 10/2019 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 05/2021 | Present |
| Bank Of America, N.A. | Hunt Valley | MD | 07/2021 | Present |
1)NAME:MAIN STREET TOWER INV REL:N ADDR: ST BEL AIR MD 21014 NATURE:RESTAURANT/BAR POSITION:BARTENDER/MANAGER START:6/1/2012 NO HR/MO:20 NO HR/MO DUR TRADING:0 2)NAME:GARRISON ADVISORS, INV REL:Y ADDR: HUNT VALLEY MD NATURE:LIFE INSURANCE, HEALTH, GROUP LIFE, GROUP HEALTH, DISABILITY, LTC AND FIXED ANNUITIES POSITION:AGENT START:10/17/19 NO HR/MO:5 NO HR/MO DUR TRADING:5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-01 |
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