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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-21 |
| FL | RA | APPROVED | 2018-03-13 |
Branch Locations
450 S Orange Ave Floor 10, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services | Atlanta | GA | 08/2013 | 02/2018 |
| Suntrust Bank | Orlando | FL | 07/2013 | 02/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2018 |
| Jpmorgan Chase Bank, N.A. | Orlando | FL | 02/2018 | Present |
| J.P. Morgan Securities Llc | Orlando | FL | 02/2018 | Present |
| Withee Consulting | Winter Springs | FL | 08/2010 | 04/2020 |
Entity Name: UCF College of Arts and Humanities Executive Council Investment related: No Address: Orlando, FL, USA Nature of the other business: Public Official Position/Title/Relationship: Council Member Start Date: June 15, 2018 "Approximate # of hours a month: 2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Assist the Dean in cultivation and solicitation of both public and private support. Entity Name: Withee Chocolates Investment related: No Address: Winter Springs, FL 32708. There is no website. Nature of the other business: Commerce Position/Title/Relationship: Owner Start Date: 08/13/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Chocolate Business. For years I have made chocolates and given them as gifts to friends, neighbors, and colleagues. I'd like to start selling some at fairs, farmer's markets, etc. to cover the cost. Entity Name: The Orlando Ballet, Inc. Investment related: Yes Address: 3751 Orlando, FL www.orlandoballet.org Nature of the other business: The purpose of the organization is to entertain, educate, and inspire the Orlando community. Position/Title/Relationship: Director/Officer Start Date: 01-Jun-2019 Approximate # of hours a month: 2-4 Approximate # of hours during securities trading hours: 2-4 Briefly describe your duties: Treasurer - being a co-signatory on new accounts, receive/recommend annual audit and IRS form 990, review bank balances, review monthly financials, and approve LOC draws.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-21 |
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