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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-30 |
Branch Locations
1010 S Federal Highway Suite 2002, Hallandale Beach, FL 33009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 06/2018 | 05/2022 |
| Unemployed | Fort Lauderdale | FL | 05/2017 | 11/2017 |
| Brandeis University International Business School | Waltham | MA | 08/2015 | 05/2017 |
| Unemployed | Miami | FL | 11/2017 | 06/2018 |
| Morgan Stanley | Plantation | FL | 05/2022 | 07/2026 |
| Raymond James & Associates, Inc. | Hallandale Beach | FL | 07/2026 | Present |
Name of Business: Secret Bay Residences Ltd; Investment-Related: Y; Address: Lot CVE-006 Ti-Bay, Portsmouth, St. John, Dominica; Nature of business: Travel/Hospitality/Accommodation; Position: Shareholder; Title/Relationship: Fractional Owner; Start Date 6/2026; Number of hours/month devoted: 0; Number of hours devoted during trading hours: 0; Duties: None; only rental income received quarterly starting in June 2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-28 |
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