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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-10 |
| FL | RA | APPROVED | 2026-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc. | Sarasota | FL | 02/2025 | 08/2025 |
| Proscape Of Manatee | Palmetto | FL | 02/2015 | 03/2020 |
| Plugpv | Naples | FL | 04/2020 | 05/2023 |
| Bankers Life | Sarasota | FL | 06/2023 | 12/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Venice | FL | 09/2025 | Present |
| Georgia Southwestern State University | Americus | GA | 08/2021 | 05/2022 |
| Georgia Southwestern State University | Americus | GA | 08/2019 | 05/2023 |
| Bank Of America, N.A. | Venice | FL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
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