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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED_RES | 2026-01-30 |
Branch Locations
3 Alafaya Woods Blvd, Oviedo, FL 32765 • United States
1210 E State Road 434, Winter Springs, FL 32708 • United States
7315 University Blvd, Winter Park, FL 32792 • United States
1395 Semoran Blvd., 2Nd Floor, Casselberry, FL 32707 • 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 |
|---|---|---|---|---|
| Prudential Financial | Tampa | FL | 04/2016 | 09/2021 |
| Regions Investment Solutions | Lake Mary | FL | 09/2021 | 05/2024 |
| Trustage (At Addition Credit Union, Orlando, Fl. 32856) | Orlando | FL | 06/2024 | 01/2026 |
| J.P. Morgan Securities Llc | Oviedo | FL | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Oviedo | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-13 |
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