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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-24 |
Branch Locations
1410 N. Westshore Blvd., Suite 410, Tampa, FL 33607 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Tarpon Springs | FL | 07/2016 | 02/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tarpon Springs | FL | 07/2016 | 02/2026 |
| Sequoia Financial Group, Llc | Tampa | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-28 |
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