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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-18 |
| FL | RA | APPROVED | 2024-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2020 | 06/2020 |
| Suncoast Cu | Tampa | FL | 05/2020 | 06/2020 |
| Suncoast Credit Union | Tampa | FL | 07/2016 | 05/2020 |
| University Of South Florida | Tampa | FL | 08/2018 | 12/2020 |
| Unemployed | Tampa | FL | 01/2021 | 06/2021 |
| Revolution Technologies/Contactor Raymond James | St. Petersburg | FL | 06/2021 | 04/2022 |
| Truist Investment Services, Inc. | Tampa | FL | 04/2022 | 05/2024 |
| Truist Advisory Services, Inc. | Tampa | FL | 03/2024 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakeland | FL | 05/2024 | Present |
| Bank Of America, N.A | Lakeland | FL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-02 |
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