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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-15 |
| TX | RA | APPROVED | 2022-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors | New York | NY | 06/2019 | 06/2020 |
| Unemployed | Houston | TX | 05/2018 | 05/2019 |
| University Of New Mexico | Alburquerque | NM | 08/2013 | 05/2018 |
| Equitable Advisors, Llc | New York | NY | 06/2019 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 05/2022 | Present |
| Bank Of America, N.A. | Tampa | FL | 06/2022 | Present |
I*: 1785349 Entity Type: Entity Charitable Name of OBA: Dunedin Stirling Soccer Club Address: Dunedin, FL Investment Related: No Position, Title, Association: Employee Employee Start Date: 05/01/2024 Number of Hours: 5 hrs weekly Number of Hours during trading: 0 Duties: Soccer Coach
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-23 |
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