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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-18 |
| FL | RA | APPROVED | 2025-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2021 | 11/2021 |
| Savant Wealth Management | Rockford | IL | 06/2020 | 01/2021 |
| Orion | Omaha | NE | 01/2020 | 05/2020 |
| Ameriprise Financial, Inc. | Rockford | IL | 05/2019 | 08/2019 |
| Creighton University | Omaha | NE | 08/2018 | 05/2021 |
| Chick Fil A | Rockford | IL | 11/2016 | 08/2018 |
| Jefferson High School | Rockford | IL | 08/2016 | 05/2018 |
| Creighton University | Omaha | NE | 01/2019 | 11/2019 |
| Raymond James And Associates, Inc. | St.PEtersburg | FL | 12/2021 | 07/2025 |
| Burwell Realty | Clearwater | FL | 08/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Petersburg | FL | 07/2025 | Present |
| Bank Of America, N.A. | Saint Petersburg | FL | 10/2025 | Present |
I*2742295 Entity Type: For Profit Name of OBA: Burwell Realty Address:Clearwater Florida Investment Related:No Position, Title, Association:N/A Start Date:08/01/2024 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Real Estate None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-24 |
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