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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-23 |
Branch Locations
2300 3Rd St S, Jacksonville, FL 32250 • United States
14381 Beach Blvd, Jacksonville, FL 32250 • United States
155 Corridor Rd, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Jacksonville | FL | 03/2013 | 05/2018 |
| Bks Partners | Jacksonville | FL | 05/2016 | 04/2021 |
| Kestra Investment Services, Llc | Jacksonville | FL | 05/2018 | 04/2021 |
| Raymond James Financial Services, Inc. | Jacksonville | FL | 05/2021 | 10/2022 |
| Fleishel Financial Associates, Inc. | Jacksonville | FL | 04/2021 | 10/2022 |
| Fleishel Financial Associates | Jacksonville | FL | 04/2021 | 10/2022 |
| Raymond James Financial Services Advisors, Inc. | Jacksonville | FL | 06/2021 | 10/2022 |
| Regions Bank | Jacksonville | FL | 10/2022 | 06/2023 |
| Cetera Investment Advisers Llc | Jacksonville | FL | 10/2022 | 06/2023 |
| Cetera Investment Services Llc | Saint Cloud | MN | 10/2022 | 06/2023 |
| Pnc Investments | Jacksonville | FL | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-10 |
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