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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-10 |
| TX | RA | APPROVED_RES | 2022-12-14 |
| IL | RA | APPROVED | 2022-10-14 |
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 | Winter Park | FL | 11/2021 | Present |
| Verizon Connect | Rolling Meadows | IL | 10/2019 | 10/2021 |
| Adt | Gainesville | FL | 11/2018 | 09/2019 |
| Vivint Smart Home | Austin | TX | 05/2018 | 09/2018 |
| All Cellular Orlando Llc | Gainesville | FL | 01/2017 | 03/2018 |
| University Of Florida | Gainesville | FL | 01/2015 | 12/2016 |
| Miya Sushi | Gaineville | FL | 08/2016 | 12/2016 |
| Bank Of America, N.A. | Winter Park | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
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