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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-17 |
| FL | RA | APPROVED | 2004-07-13 |
Branch Locations
2170 Satellite Blvd Retirement & Personal Wealth Solutions, Duluth, GA 30097 • United States
551 Se 8Th St, Delray Beach, FL 33483 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/1999 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-25 |
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