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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-08-30 |
| IL | RA | APPROVED | 2024-08-29 |
| KY | RA | APPROVED | 2024-08-29 |
| DE | RA | APPROVED | 2024-08-28 |
| NE | RA | APPROVED | 2024-08-23 |
| GA | RA | APPROVED | 2024-08-22 |
| ID | RA | APPROVED | 2024-08-22 |
| MI | RA | APPROVED | 2024-08-22 |
| SC | RA | APPROVED | 2024-08-22 |
| FL | RA | APPROVED | 2024-08-21 |
| ME | RA | APPROVED | 2024-08-21 |
| NV | RA | APPROVED | 2024-08-21 |
| PA | RA | APPROVED | 2024-08-21 |
| VA | RA | APPROVED | 2024-08-21 |
| WA | RA | APPROVED | 2024-08-21 |
| AL | RA | APPROVED | 2024-08-20 |
| CA | RA | APPROVED | 2024-08-20 |
| CO | RA | APPROVED | 2024-08-20 |
| CT | RA | APPROVED | 2024-08-20 |
| IN | RA | APPROVED | 2024-08-20 |
| KS | RA | APPROVED | 2024-08-20 |
| MD | RA | APPROVED | 2024-08-20 |
| MO | RA | APPROVED | 2024-08-20 |
| MT | RA | APPROVED | 2024-08-20 |
| NM | RA | APPROVED | 2024-08-20 |
| NY | RA | APPROVED | 2024-08-20 |
| NC | RA | APPROVED | 2024-08-20 |
| OH | RA | APPROVED | 2024-08-20 |
| OR | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED | 2024-08-20 |
| VT | RA | APPROVED | 2024-08-20 |
| VI | RA | APPROVED | 2024-08-20 |
Branch Locations
East Aurora, NY • United States
6580 Main St Ste 1, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lockport | NY | 09/2009 | 08/2024 |
| Bank Of America,N.A. | Williamsville | NY | 06/2011 | 08/2024 |
| Raymond James & Associates | Williamsville | NY | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-04 |
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