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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-25 |
| FL | RA | APPROVED | 2022-07-07 |
Branch Locations
Jacksonville, FL • 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 |
|---|---|---|---|---|
| Ge Capital | Jacksonville | FL | 01/2018 | 01/2019 |
| Konica Minolta Business Solutions Usa | Jacksonville | FL | 10/2017 | 12/2017 |
| Us Army National Guard | Starke | FL | 03/2018 | 12/2021 |
| Citi Bank | Jacksonville | FL | 05/2015 | 10/2017 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 05/2019 | 10/2020 |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 11/2020 | 12/2021 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 11/2020 | 12/2021 |
| Fidelity Investments | Jacksonville | FL | 05/2019 | 10/2020 |
| Ameriprise Financial Services, Llc | Jacksonville | FL | 12/2021 | 05/2022 |
| Citigroup | Jacksonville | FL | 05/2022 | Present |
Outside Employment; FLORIDA ARMY NATIONAL GUARD; MEDIC; STARKE, FL 32091; Not Investment Related; March 2018; 10-19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-04 |
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