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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED_RES | 2023-10-13 |
| FL | RA | APPROVED | 2023-01-11 |
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Tampa | FL | 06/2010 | 04/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Sarasota | FL | 06/2010 | 04/2018 |
| Jumpstart Manufacturing, Llc | Nashua | NH | 11/2014 | 01/2019 |
| Church Of The Reedemer | Sarasota | FL | 04/2015 | 06/2017 |
| Hammocks Condominium Association Section Ii Inc | Sarasota | FL | 11/2017 | 11/2018 |
| H. Beck, Inc | Rockville | MD | 05/2018 | 03/2021 |
| Webb Brook Financial, Llc | Sarasota | FL | 05/2018 | Present |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | Present |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 01/2023 | Present |
| Bank Of America, N.A. | Sarasota | FL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-23 |
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