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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-30 |
| FL | RA | APPROVED | 2020-05-20 |
Branch Locations
300 S Orange Ave, Orlando, FL 32801 • United States
Sanford, FL • 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 |
|---|---|---|---|---|
| Fifth Third Bank | Orlando | FL | 07/2012 | 06/2018 |
| Seminole State College | Sanford | FL | 08/2012 | 12/2018 |
| Fifth Third Securities | Orlando | FL | 04/2016 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Deland | FL | 04/2020 | Present |
| Bank Of America, N.A. | Deland | FL | 04/2020 | Present |
| Pnc Bank Na | Lake Mary | FL | 06/2018 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-16 |
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