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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-12 |
| FL | RA | APPROVED | 2026-06-11 |
Branch Locations
1276 Metropolitan Blvd, Tallahassee, FL 32312 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Macon | GA | 10/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Macon | GA | 11/2016 | 01/2020 |
| Morgan Stanley Smith Barney Llc | Tallahassee | FL | 01/2020 | 06/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2020 | 06/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tallahassee | FL | 06/2026 | Present |
| Bank Of America, N.A. | Tallahassee | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-22 |
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