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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-13 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2014 | 04/2023 |
| Bank Of America, N.A. | Jacksonville | FL | 05/2014 | 04/2023 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 04/2023 | 08/2023 |
| Equitable Advisors, Llc | New York | NY | 06/2024 | 08/2024 |
| Unemployed | Delray Beach | FL | 08/2023 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Delray Beach | FL | 10/2024 | Present |
| Grace & Rose Group Llc | Delray Beach | FL | 04/2023 | 08/2023 |
| Bank Of America, N.A. | Delray Beach | FL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-25 |
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