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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-26 |
| FL | RA | APPROVED | 2022-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 08/2018 | 12/2018 |
| Florida Southern College | Lakeland | FL | 08/2017 | 05/2018 |
| Florida Southern College | Lakeland | FL | 08/2014 | 05/2018 |
| Florida Southern College | Lakeland | FL | 08/2016 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakeland | FL | 02/2020 | Present |
| Bank Of America, N.A. | Lakeland | FL | 02/2020 | Present |
| Dynasty Building Solutions | Tampa | FL | 03/2019 | 12/2019 |
| Fluid Truck Share | Denver | CO | 08/2021 | 12/2021 |
I*4511298 Entity Type: Entity Charitable Name of OBA: Read Lakeland Address: Lakeland, Florida, 33803 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/31/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: A charity that teaches adults to read that serves the Lakeland and Polk county community Help organize and execute annual fund raiser but not solicit funds, as well as help run organization of connecting touters and students
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-23 |
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