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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-10 |
| FL | RA | APPROVED | 2022-06-03 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
1201 Pacific Ave Ci Client Management, Tacoma, WA 98402 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 01/2013 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2019 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 04/2022 | Present |
| Swift Transportation | Ocala | FL | 09/2021 | 09/2021 |
| Schneider National Inc | Atlanta | GA | 09/2021 | 10/2021 |
| Selectquote | Jacksonville | FL | 12/2021 | 02/2022 |
| Premium Choice Insurance Services | Jacksonville | FL | 02/2022 | 03/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-10 |
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