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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-21 |
| FL | RA | APPROVED | 2021-11-08 |
Branch Locations
9128 Strada Pl, Naples, FL 34108 • United States
One Bryant Park, New York, NY 10036 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smtih Incorporated | Naples | FL | 01/2020 | Present |
| Gulf Shore Insurance | Naples | FL | 08/2017 | 01/2020 |
| Meo Wealth Management | Naples | FL | 09/2015 | 07/2017 |
| Bank Of America, N.A. | Naples | FL | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-19 |
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