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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-18 |
| FL | RA | APPROVED | 2025-07-07 |
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 |
|---|---|---|---|---|
| Starbucks Coffee Co | Jacksonville | FL | 05/2018 | 02/2020 |
| Vf Corporation | Jacksonville | FL | 04/2019 | 06/2020 |
| Walt Disney Co | Orlando | FL | 01/2019 | 03/2019 |
| Urban Outfitters | Jacksonville | FL | 04/2019 | 09/2019 |
| Target Corporation | Jacksonville | FL | 10/2019 | 12/2019 |
| Mini Bar Llc | Jacksonville | FL | 02/2020 | 05/2020 |
| Hanania Automotive Group | Jacksonville | FL | 07/2020 | 10/2020 |
| Carmax Inc | Jacksonville | FL | 10/2020 | 12/2020 |
| Fields Auto Group | Jacksonville | FL | 12/2020 | 09/2021 |
| Murgado Automotive Group | Jacksonville | FL | 09/2021 | 12/2021 |
| Restoration Hardware | Jacksonville | FL | 12/2021 | 01/2022 |
| Fidelity Investments | Jacksonville | FL | 02/2022 | 06/2025 |
| University Of North Florida | Jacksonville | FL | 06/2018 | 08/2019 |
| Ztl Investments | Jacksonville | FL | 10/2020 | 10/2020 |
| Douglas Anderson School Of The Arts | Jacksonville | FL | 06/2014 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 06/2025 | Present |
| Bank Of America, N.A. | Miami | FL | 07/2025 | Present |
I*: 2575344 Entity Type: Business or Industry Organization Name: K. L. Investment-related: No Address: Miami, FL 33138 Title, or relationship with the other business: Instructor Start date of your relationship: 6/24/2025 Hours/month you devote to the other business: 5 hours mthly Hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Create and instruct group fitness classes or events during the weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-14 |
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