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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED | 2026-04-24 |
Branch Locations
600 Brickell Avenue, Suite 1875, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2019 | 10/2020 |
| Morgan Stanley | New York | NY | 06/2018 | 09/2018 |
| Fallon Ny | New York | NY | 07/2017 | 09/2017 |
| Group Nine Media | New York | NY | 06/2017 | 08/2017 |
| Roc Nation | New York | NY | 05/2016 | 09/2016 |
| Northwestern University | Evanston | IL | 09/2016 | 06/2017 |
| Northwestern University | Evanston | IL | 09/2017 | 06/2018 |
| Northwestern University | Evanston | IL | 09/2018 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 01/2023 | 04/2026 |
| Lmtd Asset Management, Llc | Miami | FL | 10/2020 | 12/2022 |
| Bank Of America, N.A. | Miami | FL | 02/2023 | 04/2026 |
| Raymond James & Associates, Inc | Miami | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-16 |
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