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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-29 |
| FL | RA | APPROVED | 2025-07-24 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporate | Jacksonville | FL | 03/2025 | Present |
| Matt Devine Allstate Agency | Cumming | GA | 08/2024 | 01/2025 |
| Progessive Insurance | Jacksonville | FL | 07/2023 | 07/2024 |
| Carrington Mortgage Services Llc | Jacksonville | FL | 08/2018 | 10/2022 |
| Annie Mac | Jacksonville | FL | 03/2018 | 07/2018 |
| Rp Funding | Jacksonville | FL | 08/2016 | 03/2018 |
| Tony L Woodworking Llc | Jacksonville | FL | 08/2021 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-23 |
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