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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-06 |
| FL | RA | APPROVED | 2022-09-12 |
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 | Zephyrhills | FL | 04/2022 | Present |
| First Cash Financial | Tampa | FL | 10/2005 | 04/2022 |
| Future Financial Llc | Tampa | FL | 01/2021 | 12/2021 |
| Bank Of America, N.A. | Zephyrhills | FL | 08/2022 | Present |
I*4941280, Entity Type: , Name of OBA: BNI Main Street, Address: Tampa, Florida, 33614, Investment Related: N, Position, Title, Association: Membership Committee , Employee Start Date: 07/22/2026, No Hours: 6 Monthly, No Hours during Trading: 1.5 Monthly, Duties: Quality assurance for members. Screening new member applications and seat expectations. Membership Committee (Chaired by Vice President) 4. Quality Assurance Specialist Responsibilities: Screens applications, conducts additional interviews, checks qualifications, manages seat conflicts, encourages all committee members to vote, and coordinates with the Region Team for application processing. Best Characteristics: Skilled interviewer and researcher Strong process orientation Diplomatically manages expectations, Professional Networking
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-06 |
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