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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED | 2023-09-05 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 09/2020 | 04/2023 |
| Wheelzy | Orlando | FL | 06/2020 | 07/2020 |
| Dish Network | Orlando | FL | 07/2020 | 09/2020 |
| Rivo Holdings | San Diego | CA | 07/2019 | 03/2020 |
| Hilton Hotels | Gainesville | FL | 04/2018 | 05/2019 |
| Luxottica | Orlando | FL | 07/2015 | 12/2016 |
| Unemployed | Gainesville | FL | 12/2016 | 04/2018 |
| University Of Florida | Gainesville | FL | 08/2015 | 08/2019 |
| Bank Of America, N.A. | Chicago | IL | 12/2020 | 04/2023 |
| E*Trade Securities Llc | Winter Park | FL | 04/2023 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Winter Park | FL | 09/2023 | Present |
*638545- Rental Property; Investment related-Yes; saint cloud, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 1; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
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