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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| FL | RA | APPROVED | 2024-12-18 |
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 |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 12/2013 | 03/2020 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 09/2021 | 03/2023 |
| Manning & Napier Advisors, Llc | Fairport | NY | 09/2021 | 03/2023 |
| Convergency-Partners | St Petersburg | FL | 07/2020 | 09/2021 |
| Unemployed | St Petersburg | FL | 04/2020 | 06/2020 |
| Umb Distribution Services, Llc | Milwaukee | WI | 02/2024 | 08/2024 |
| Fintrust Wealth Consultants | St. Petersburg | FL | 04/2023 | 02/2024 |
| Alti Financial Inc. | New York | NY | 02/2024 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 11/2024 | Present |
| Accepted New Position / In Transition | St. Petersburg | FL | 09/2024 | 11/2024 |
| Bank Of America, N.A. | Palm Beach | FL | 01/2025 | Present |
I*5431268, Entity Type: , Name of OBA: Rental Property - 17-Aug-26 - 1, Address: St. Pete, Florida, 33702, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 08/24/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-08 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-11 |
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