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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-13 |
| TX | RA | APPROVED | 2024-11-12 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tallahassee | FL | 04/2021 | 01/2022 |
| Bank Of America, N.A. | Tallahassee | FL | 01/2020 | 04/2021 |
| Wells Fargo | Pensacola | FL | 01/2019 | 01/2020 |
| University Of West Florida | Pensacola | FL | 08/2015 | 08/2019 |
| Morgan Stanley | Fort Lauderdale | FL | 11/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tallahassee | FL | 01/2022 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 10/2022 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-07 |
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