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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-30 |
| TX | RA | APPROVED_RES | 2025-09-23 |
Branch Locations
20855 Stone Oak Pkwy, San Antonio, TX 78258 • United States
7255 Baymeadows Way Floor 3, Jacksonville, FL 32256 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centennial Bank | Tallahassee | FL | 07/2018 | 09/2024 |
| Island Wing Company | Tallahassee | FL | 07/2016 | 08/2020 |
| Red Robin | Tallahassee | FL | 07/2015 | 09/2016 |
| Ameriprise Financial Services, Inc. | Tallahassee | FL | 09/2018 | 10/2019 |
| Ameriprise Financial Services, Llc | Tallahassee | FL | 10/2019 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 09/2025 | Present |
| J.P. Morgan Securities Llc | Jacksonville | FL | 09/2025 | Present |
| Unemployed | Tallahassee | FL | 09/2024 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-23 |
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