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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-08 |
| GA | RA | APPROVED | 2025-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 03/2022 | 06/2023 |
| Lincoln Financial Group | Fort Wayne | IN | 07/2021 | 02/2022 |
| Primerica | Duluth | GA | 04/2021 | 06/2021 |
| Amazon | Lawrenceville | GA | 09/2019 | 04/2021 |
| Self Employed | Exton | PA | 08/2021 | Present |
| Alphabroder Warehouse | Duluth | GA | 01/2019 | 09/2019 |
| Resource Mgf | Norcross | GA | 10/2018 | 01/2019 |
| Panda Express | Norcross | GA | 05/2018 | 10/2018 |
| Unemployed | Orlando | FL | 07/2016 | 05/2018 |
| Giant Food Stores | Exton | PA | 02/2023 | 01/2024 |
| Citizens Securities Inc., | Wayne | PA | 06/2023 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 09/2025 | Present |
I*2806331 Entity Type: N/A Name of OBA: Flex Delivery Driver Address:Alpharetta Georgia Investment Related:No Position, Title, Association:N/A Start Date:09/02/2025 No Hours: 3 Yearly No Hours during trading:0 Yearly Duties:Delivery of packages to customers. I do not currently complete this activity but I am still active in their system as an independent contractor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-29 |
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