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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-17 |
| FL | RA | APPROVED | 2025-07-07 |
Branch Locations
45 Eglin Pkwy Ne, Fort Walton Beach, FL 32548 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Bernstein | Dallas | TX | 11/2023 | 03/2025 |
| Goldman Sachs | Dallas | TX | 07/2022 | 11/2023 |
| Auburn University | Auburn | AL | 08/2021 | 05/2022 |
| Regions Bank | Birmigham | AL | 05/2021 | 07/2021 |
| Merrill Lynch | Fort Walton Beach | FL | 05/2019 | 08/2019 |
| Auburn University | Auburn | AL | 08/2021 | 05/2022 |
| Auburn Univeristy | Auburn | AL | 08/2020 | 05/2021 |
| Auburn University | Auburn | AL | 08/2019 | 05/2020 |
| Auburn University | Auburn | AL | 08/2018 | 05/2019 |
| Choctawhatchee High School | Fort Walton Beach | FL | 08/2014 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Walton Beach | FL | 04/2025 | Present |
| Bank Of America, N.A. | Fort Walton Beach | FL | 05/2025 | Present |
I*4563269 Entity Type: Entity Charitable Name of OBA: Impact 100 Address: Fort Walton Beach, Florida, 32548 Investment Related: No Position, Title, Association: Committee Employee Start Date: 05/19/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0, Yearly Duties: It is an organization that supports nonprofit organizations in the county. A member of the organization and serve on a committee for 4-6 weeks that tours the nonprofit organizations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-21 |
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