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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-01 |
Branch Locations
3625 Hendricks Avenue, Jacksonville, FL 32207 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Investment Management Company Llc | New York | NY | 07/2017 | 01/2021 |
| Bucknell University | Lewisburg | PA | 09/2016 | 05/2017 |
| Retirement Wealth Specialists | Ponte Vedra Beach | FL | 01/2021 | 04/2023 |
| Homemaker | Ponte Vedra Beach | FL | 05/2023 | 02/2025 |
| Cerity Partners Llc | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-02 |
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