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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-07 |
| TX | RA | APPROVED | 2025-05-06 |
Branch Locations
7255 Baymeadows Way Floor 3, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors/Atlas Financial | Sarasota | FL | 06/2023 | 12/2024 |
| Mariner Wealth Advisors | Overland Park | MO | 12/2024 | 04/2025 |
| Msec, Llc | Overland Park | MO | 12/2024 | 04/2025 |
| Unemployed | Sarasota | FL | 04/2015 | 05/2023 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 04/2025 | Present |
| Mariner Wealth | Overland Park | MO | 12/2024 | 04/2025 |
| Osaic Fa, Inc. | Sarasota | FL | 05/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
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