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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-15 |
| FL | RA | APPROVED | 2024-06-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Advisorlist Inc | Washington | DC | 01/2016 | 08/2017 |
| Sunglass Hut | Orlando | FL | 04/2017 | 11/2017 |
| Charles Schwab & Co., Inc. | Orlando | FL | 11/2017 | 03/2019 |
| Guitar Center | Orlando | FL | 04/2017 | 06/2017 |
| La Rosa Realty | Orlando | FL | 10/2016 | 11/2017 |
| House Of Blues | Lake Buena Vista | FL | 05/2017 | 11/2017 |
| Northwestern Mutual Investment Services Llc | Orlando | FL | 04/2019 | 10/2019 |
| Mml Investors Services | Orlando | FL | 02/2020 | 07/2022 |
| Massmutual | Orlando | FL | 02/2019 | 07/2022 |
| Unemployed | Davenport | FL | 10/2019 | 02/2020 |
| Fidelity Investments | Orlando | FL | 01/2023 | 05/2024 |
| Self Employed | Orlando | FL | 07/2022 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 05/2024 | Present |
| Bank Of America, N.A. | Orlando | FL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-07 |
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