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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-24 |
| TX | RA | APPROVED | 2023-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 01/2021 | 06/2022 |
| Ada Site Compliance | West Palm Beach | FL | 07/2020 | 11/2020 |
| Pharmacy Development Services | Lake Worth | FL | 01/2020 | 05/2020 |
| Allstate | West Palm Beach | FL | 01/2019 | 12/2019 |
| Insurance Express | Royal Palm Beach | FL | 10/2016 | 01/2019 |
| T-Mobile | Royal Palm Beach | FL | 09/2015 | 10/2016 |
| Unemployed | Royal Palm Beach | FL | 05/2020 | 07/2020 |
| Unemployed | West Palm Beach | FL | 12/2020 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Palm Beach | FL | 08/2022 | Present |
| Bank Of America, N.A. | West Palm Beach | FL | 11/2022 | Present |
I*5528285, Entity Type: , Name of OBA: BNI Pinnacle Wellington, Address: Wellington, Florida, 33411, Investment Related: N, Position, Title, Association: event coordinator , Employee Start Date: 08/25/2026, No Hours: 3 Weekly, No Hours during Trading: 1 Weekly, Duties: They are looking to make me an event coordinator and be a part of leadership. I would be in charge of planning happy hours and other get togethers with our members. I have made it clear I cannot work with the funds or be in charge of the treasury in any capacity. We are a networking group for our local city. We meet weekly to pass on referrals and work together.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-22 |
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