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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-16 |
| FL | RA | APPROVED | 2017-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Ft. Walton Beach | FL | 11/1991 | 03/2017 |
| Metlife Securities Inc. | Ft. Walton Beach | FL | 11/1991 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 11/2017 |
| Mml Investors Services, Llc | Destin | FL | 03/2017 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Destin | FL | 11/2017 | Present |
| Bank Of America, N.A. | Destin | FL | 01/2018 | Present |
I*1758308, Entity Type: Entity Charitable, Name of OBA: New Life Church of SRB, Address: Santa Rosa Beach,Florida 32459, Investment Related: N, Position, Title, Association: Director, Employee Start Date: 04/01/2024, No Hours: 5, No Hours during trading: 2, Duties: Director of the Outreach Ministry.I*391971, Entity Type: Entity For Profit, Name of OBA: Cobia Research, LLC., Address: Niceville, Florida 32578, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 10/01/2016, No Hours: 0, No Hours during trading: 0, Duties: This is my husbands company and I am the RA. I do not conduct any activities for the business. I*391973 Entity Type: For Profit Name of OBA: Hi Double Portion LLC Address:Niceville Florida Investment Related:No Position, Title, Association:General Partner/Managing Member Start Date:07/07/2025 No Hours: 2 Monthly No Hours during trading:0 Duties:Manager of the LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-05-14 |
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