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Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2025-09-19 |
Branch Locations
3 Park Plz, Floor 08, Irvine, CA 92614 • United States
550 International Pkwy, Floor 01, Heathrow , FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2015 | 09/2024 |
| Disney | Orlando | FL | 05/2016 | 09/2016 |
| Fidelity Brokerage Services Llc | Boston | MA | 09/2024 | 09/2025 |
| Orlando Magic | Orlando | FL | 10/2022 | 05/2023 |
| Fidelity Investments | Altamonte Springs | FL | 09/2024 | 09/2025 |
| J.P. Morgan Securities Llc | Heathrow | FL | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Heathrow | FL | 09/2025 | Present |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 09/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 09/2024 | 03/2025 |
| Southern New Hampshire University | Orlando | FL | 04/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-15 |
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