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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-17 |
| FL | RA | APPROVED | 2025-09-08 |
Branch Locations
1276 Metropolitan Blvd, Tallahassee, FL 32312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Tallahassee | FL | 07/2022 | 08/2025 |
| Private Wealth Mgmt. & Consulting, Llc | Tallahassee | FL | 05/2022 | 08/2025 |
| Stifel | Tallahassee | FL | 01/2020 | 05/2022 |
| Fl Office Of Financial Regulation | Tallahassee | FL | 04/2019 | 12/2019 |
| Fl Executive Office Of The Governor | Tallahassee | FL | 08/2016 | 04/2019 |
| Osaic Wealth, Inc. | Tallahassee | FL | 06/2024 | 08/2025 |
| Osaic Wealth, Inc. | Tallahassee | FL | 06/2024 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tallahassee | FL | 08/2025 | Present |
| Bank Of America, N.A. | Tallahassee | FL | 09/2025 | Present |
I*2799273 Entity Type: Rental property Name of OBA: Rental Property 1 Address: Tallahassee, Florida, 32309 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 01-Mar-2021 No Hours: 0 No Hours during trading: 0 Duties: Sole owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-22 |
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