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268 W New England Avenue, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2024-12-17 |
Branch Locations
268 W New England Avenue, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 06/2019 | 03/2022 |
| Boots Steakhouse | Dillsboro | NC | 01/2019 | 04/2019 |
| Western Carolina University | Cullowhee | NC | 01/2016 | 05/2019 |
| Resources Global Professionals | Mclean | VA | 05/2018 | 09/2018 |
| Bank Of America, N. A. | Winter Park | FL | 08/2019 | 03/2022 |
| Independent Financial Partners | Tampa | FL | 03/2022 | 01/2025 |
| Ifp Securities Llc | Tampa | FL | 03/2022 | 12/2024 |
| 55 North Private Wealth | Orlando | FL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
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