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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-15 |
| FL | RA | APPROVED | 2024-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 01/2022 | 12/2022 |
| Yourpie | Tampa | FL | 04/2016 | 12/2016 |
| Plant High School | Tampa | FL | 07/2013 | 05/2017 |
| Usc Academic Services Center | Columbia | SC | 09/2019 | 03/2020 |
| State Farm | Weston | FL | 06/2019 | 06/2021 |
| College2Career | Tampa | FL | 05/2019 | 04/2021 |
| Flaharty Asset Management | Clearwater | FL | 05/2021 | 06/2021 |
| Suncoast Equity Management | Tampa | FL | 07/2021 | 08/2021 |
| University Of South Carolina | Columbia | SC | 07/2018 | 12/2021 |
| Florida State University | Tallahassee | FL | 06/2017 | 05/2018 |
| Centaurus Financial, Inc. | Lexington | SC | 09/2021 | 10/2021 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 01/2023 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 11/2024 | Present |
| Worksmart Systems | Columbia | SC | 09/2020 | 10/2020 |
| Seven One Seven Parking | Tampa | FL | 05/2019 | 08/2019 |
| Bank Of America, N.A | Tampa | FL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-06 |
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