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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-18 |
| FL | RA | APPROVED | 2024-12-03 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Trevose | PA | 08/2014 | 08/2021 |
| Wells Fargo Clearing Services, Llc | Trevose | PA | 06/2018 | 09/2021 |
| Jp Morgan Chase Bank, N.A. | Ambler | PA | 08/2021 | 07/2022 |
| Jp Morgan Securities Llc | Ambler | PA | 08/2021 | 07/2022 |
| Michael Kors | Bensalem | PA | 11/2017 | 01/2018 |
| Wells Fargo Clearing Services, Llc | Wellington | FL | 08/2022 | 03/2023 |
| Wells Fargo Bank, Na | Wellington | FL | 08/2022 | 03/2023 |
| Morgan Stanley | Miami Beach | FL | 04/2023 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 10/2024 | Present |
| La Salle University | Philadelphia | PA | 01/2017 | 06/2020 |
| Bank Of America, N.A. | Fort Lauderdale | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-30 |
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