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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-29 |
| NC | RA | APPROVED | 2023-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Fort Myers | FL | 03/2016 | 07/2018 |
| Bb&T Securities, Llc | Fort Myers | FL | 01/2018 | 07/2018 |
| Jpmorgan Chase Bank Na | Naples | FL | 07/2018 | 07/2023 |
| Jpmorgan Securities Llc | Naples | FL | 07/2018 | 07/2023 |
| Bb&T Investment Services, Inc | Fort Myers | FL | 03/2016 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2023 | Present |
| Bank Of America, N.A. | Charlotte | NC | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-22 |
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