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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-10 |
| TX | RA | APPROVED | 2025-03-27 |
Branch Locations
4481 Legendary Drive, Destin, FL 32541 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Panama City | FL | 08/2018 | 03/2025 |
| Firefly | Panama City Beach | FL | 08/2013 | 05/2017 |
| Florida State University | Panama City | FL | 08/2015 | 08/2017 |
| Regions Bank | Panama City Beach | FL | 08/2016 | 08/2018 |
| Coyote Uglies | Panama City Beach | FL | 10/2016 | 03/2017 |
| Bank Of America, N.A. | Panama City | FL | 09/2018 | 03/2025 |
| Newedge Securities, Llc | Pittsburgh | PA | 03/2025 | Present |
| Newedge Advisors | New Orleans | LA | 03/2025 | Present |
I*134156For profit or not for profit: Non-Profit OrganizationName of outside business organization: Junior Legue of the Emerald CoastInvestment related: Address of business: Destin, Florida 32541Nature of business: Charitable Organization,Compensation for Activity: Position, title, association: Committee Member, Start date of relationship: 10/21/2020Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: I've been selected to join the Funds Development Committee for the league. This committee will organize the fundraisers for the league. I* 1664262 For profit or not for profit: Entity For Profit,Entity Publicly Traded Name of outside business organization: Rover Investment related: no Address of business: Seattle, WA, 98121 Nature of business: Corporation Position, title, association: Consultant/Independent Contractor Start date of relationship: 02/01/2024 Number of hours devoted: 10 monthly Number of hours devoted during trading hours: 0 Duties: Local Dog Sitting provided through the Rover App. Fixed Insurance*Destin, FL*Yest Invest*insurance producer*6/11/26*service and write fixed insurance*0 hrs trade/0 non trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-15 |
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