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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-31 |
| TX | RA | APPROVED | 2023-03-30 |
Branch Locations
3303 S Tamiami Trl, Sarasota, FL 34239 • United States
8498 Lockwood Ridge Rd, Sarasota, FL 34243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Port | FL | 10/2022 | Present |
| Walgreens Inc | Sarasota | FL | 11/2015 | 04/2019 |
| Bank Of America | Sarasota | FL | 04/2019 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-22 |
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