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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-03 |
| FL | RA | APPROVED | 2023-06-28 |
Branch Locations
5011 Gate Parkway Building 100, Suite 320, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 03/2015 | 03/2018 |
| Lord Abbett Distributor Llc | Jersey City | NJ | 03/2018 | 10/2021 |
| Cohen & Steers Capital Management, Inc | New York | NY | 11/2021 | 06/2023 |
| Cohen & Steers Securities, Llc | New York | NY | 11/2021 | 06/2023 |
| Stifel, Nicolaus & Company, Incorporated | Jacksonville | FL | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-12 |
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