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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-07 |
| TX | RA | APPROVED | 2022-11-04 |
Branch Locations
820 Highway A1A North Suite E-5, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ponte Vedra Beach | FL | 07/2018 | 10/2022 |
| Lulus Waterfront Grille | Ponte Vedra Beach | FL | 07/2016 | 06/2018 |
| University Of North Florida | Jacksonville | FL | 08/2014 | 04/2018 |
| Bank Of America, N.A. | Ponte Vedra Beach | FL | 10/2019 | 10/2022 |
| Jpmorgan Chase Bank, N.A. | Ponte Vedra Beach | FL | 10/2022 | Present |
| J.P. Morgan Securities Llc | Ponte Vedra Beach | FL | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-05 |
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