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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-23 |
| FL | RA | APPROVED | 2023-08-18 |
| TX | RA | APPROVED | 2023-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Petersburg | FL | 05/2018 | Present |
| Acree Air Conditioning, Inc. | Tampa | FL | 07/2016 | 06/2017 |
| St. Petersburg College | St. Petersburg | FL | 08/2017 | 05/2020 |
I*2944288, Entity Type: Entity Charitable, Name of OBA: Seminole Lake Rotary Club, Address: Seminole, Florida, 33772, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 07/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: general board seat, Local civic organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-01 |
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