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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-19 |
| FL | RA | APPROVED | 2025-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 01/2025 | 07/2025 |
| Spf Screens & Awnings | Tampa | FL | 05/2024 | 12/2024 |
| Automated Data Processing | Tampa | FL | 01/2024 | 04/2024 |
| Spf Screens & Awnings | Tampa | FL | 01/2023 | 12/2023 |
| Bright Horizons Family Solution | Tampa | FL | 11/2022 | 01/2023 |
| Another Day In Paradise Boat Club | Tampa | FL | 08/2022 | 10/2022 |
| Bozeman School District 7 | Bozeman | MT | 08/2021 | 11/2023 |
| Montana Party Rentals | Bozeman | MT | 05/2019 | 08/2021 |
| Joanies Pizzeria | Long Grove | IL | 01/2015 | 01/2017 |
| Montana State University | Bozeman | MT | 08/2017 | 12/2021 |
| Unemployed | Lake Zurich | IL | 01/2017 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 08/2025 | Present |
| Bank Of America, N.A. | Tampa | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-08 |
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