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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-12 |
| FL | RA | APPROVED | 2026-05-08 |
Branch Locations
1 disclosure category 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 Incorporated | Tampa | FL | 06/2022 | Present |
| William Ryan Homes | Tampa | FL | 11/2021 | 03/2022 |
| Catering By The Family | Tampa | FL | 11/2020 | 12/2024 |
| Ledra Holdings Llc | Tampa | FL | 08/2017 | 11/2020 |
| Florida Commercial Group | Tampa | FL | 03/2021 | 10/2024 |
| Advanced Rehabilitation | Tampa | FL | 03/2016 | 11/2018 |
| Publix Supermarkets, Inc. | Tampa | FL | 08/2015 | 04/2017 |
| University Of South Florida | Tampa | FL | 08/2012 | 05/2020 |
| University Of South Florida | Tampa | FL | 08/2025 | Present |
| Bank Of America, N.A. | Tampa | FL | 03/2026 | Present |
I*1417252, Entity Type Entity Charitable, Name of OBA:Tampa Bay Chamber Address: TampaFlorida33602 Investment Related: No Position, Title, Association: Other Employee Start Date: 08/01/2023 No Hours: 4 monthly No Hours during trading: 0 Duties:I am a part of emerging business leaders Tampa bay, Tampa bay chamber, a group with a purpose of networking and developing young professionals in the Tampa bay area. I*1882368, Entity Type Entity For Profit, Name of OBA: Sundae Project Management, LLC Address: TampaFlorida33609 Investment Related: No Position, Title, Association: Owner Employee Start Date: 10/30/2024 No Hours: 2 yearly No Hours during trading: 0 Duties:Family assets eventually, it does no business currently. I*1882368, Entity Type Entity Charitable, Name of OBA: Junior Achievement of Tampa Bay Inc Address: TampaFlorida33613 Investment Related: No Position, Title, Association: Other Employee Start Date: 07/01/2024 No Hours: 3 monthly No Hours during trading: 0 Duties: Generation JA is the young professional affiliate group of Junior Achievement of Tampa Bay. I will be the JA, Generation JA, Administrative Chair.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-23 |
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