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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
| FL | RA | APPROVED | 2025-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | Gainesville | FL | 01/2022 | 09/2025 |
| Alliance Credit Union | Gainesville | FL | 01/2021 | 12/2021 |
| Five Star Valet | Naples | FL | 11/2019 | 12/2020 |
| Florida Gulf Coast University | Fort Myers | FL | 10/2018 | 03/2021 |
| Florida Gulf Coast University | Fort Myers | FL | 08/2016 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gainesville | FL | 09/2025 | Present |
| Bank Of America, N.A. | Gainesville | FL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-15 |
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