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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
| MD | RA | APPROVED | 2017-10-30 |
| TX | RA | APPROVED | 2017-10-23 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Consultants, Llc | Hunt Valley | MD | 03/2015 | 05/2017 |
| Merritt Athletics Clubs | Towson | MD | 06/2013 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 06/2017 | Present |
| Bank Of America, N.A. | Hunt Valley | MD | 10/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-21 |
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