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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-04 |
Branch Locations
2307 W Kennedy Boulevard, Tampa, FL 33609 • United States
3450 Clark Road, Sarasota, FL 34231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 07/2015 | 07/2017 |
| Bank Of America, N.A. | Tampa | FL | 09/2015 | 07/2017 |
| Jp Morgan Securities, Llc | Riverview | FL | 07/2017 | 05/2019 |
| Jp Morgan Chase Bank, N.A. | Riverview | FL | 01/2018 | 05/2019 |
| Morgan Stanley | Temple Terrace | FL | 07/2019 | 11/2025 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2019 | 11/2025 |
| Td Bank N.A | Sun City Center | FL | 01/2026 | Present |
| Td Private Client Wealth Llc | Sun City Center | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-04 |
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