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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-27 |
| TN | RA | APPROVED | 2023-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm - Heather Thies | Clermont | FL | 03/2018 | 07/2019 |
| Suntrust Bank Now Truist Bank | Orlando | FL | 07/2019 | 10/2021 |
| Truist Investment Services, Inc. | Orlando | FL | 10/2021 | 08/2023 |
| Lake Sumter State College | Leesburg | FL | 08/2016 | 12/2017 |
| Unemployed | Howey | FL | 01/2018 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Memphis | TN | 08/2023 | Present |
| Bank Of America, N.A. | Memphis | TN | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-30 |
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