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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-07 |
| FL | RA | APPROVED | 2024-06-07 |
Branch Locations
777 South Flagler Drive, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bernstein | West Palm Beach | FL | 06/2020 | Present |
| Cme Group | New York | NY | 02/2020 | 06/2020 |
| Merrill Lynch | New York | NY | 06/2019 | 09/2019 |
| Loyola University Maryland | Baltimore | MD | 09/2009 | 05/2019 |
| Extended Travel | Jupiter | FL | 10/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-30 |
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