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2725 Colonial Ave, Erie, PA 16505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | St. Louis | MO | 10/2018 | 01/2020 |
| Rhi General Group | San Ramon | CA | 07/2018 | 10/2018 |
| Jinsei Sushi | Oxford | MS | 08/2016 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakewood Ranch | FL | 02/2020 | Present |
| Elite Life Management Llc | Sarsota | FL | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-10 |
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