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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-15 |
| TX | RA | APPROVED_RES | 2020-10-28 |
| IL | RA | APPROVED | 2020-08-26 |
| KY | RA | APPROVED | 2019-01-29 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
Jacksonville, FL • United States
1 Cowboys Way Ci Business Controls, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Timberwood Properties Llc | Louisville | KY | 05/2014 | 09/2016 |
| Humana | Louisville | KY | 10/2016 | 12/2016 |
| Fifth Third Bank | Louisville | KY | 02/2017 | 01/2019 |
| Fifth Third Securities | Louisville | KY | 07/2018 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Louisville | KY | 01/2019 | Present |
| Bank Of America, N.A. | Louisville | KY | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-20 |
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