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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-29 |
Branch Locations
1695 Us Highway 1 S, St. Augustine, FL 32084 • United States
120 Bartram Oaks Walk, Jacksonville, FL 32259 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Express Jets | Atlanta | GA | 05/2016 | 11/2016 |
| Msi Financial Services, Inc | Palm Coast | FL | 12/2016 | 08/2018 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 12/2016 | 08/2018 |
| Mml Investors Services, Llc | Palm Coast | FL | 03/2017 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | 11/2018 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 01/2019 | 01/2022 |
| Citigroup | Jacksonville | FL | 02/2022 | 09/2023 |
| Pnc Investments Llc | Jacksonville | FL | 09/2023 | Present |
06/2017 / Manager / M and S Rental Properties LLC / Non-Investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-24 |
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