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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-10 |
| TX | RA | APPROVED | 2018-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 08/2015 | 04/2017 |
| Newport Group, Inc. | Walnut Creek | CA | 07/2018 | 09/2018 |
| Newport Group Securities, Inc. | Lake Mary | FL | 07/2018 | 09/2018 |
| Newport Group Consulting, Llc | Lake Mary | FL | 07/2018 | 09/2018 |
| T. Rowe Price | Tampa | FL | 04/2017 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Petersburg | FL | 10/2018 | Present |
| Bank Of America N.A. | Saint Petersburg | FL | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-25 |
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