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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-11 |
| FL | RA | APPROVED | 2026-02-09 |
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 | Tampa | FL | 10/2017 | 08/2022 |
| Red Robin | Buford | GA | 03/2017 | 05/2018 |
| Red Lobster | Brandon | FL | 02/2019 | 04/2019 |
| Dick Sporting Goods | Buford | GA | 08/2016 | 04/2017 |
| Peace, Joy And Intention, Llc | Buford | GA | 11/2018 | 01/2019 |
| Pasco-Hernando State College | Buford | GA | 08/2017 | 12/2018 |
| Morgan Stanley | Tampa | FL | 09/2024 | 01/2026 |
| Bank Of America | Tampa | FL | 10/2017 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Temple Terrace | FL | 01/2026 | Present |
| Rosemurgy Franchise Management Llc | Brandon | FL | 09/2019 | 11/2019 |
| Raymond James Financial | Tampa | FL | 08/2024 | 08/2024 |
| Spb Hospitality Llc | Tampa | FL | 05/2024 | 05/2024 |
| Bank Of America, N.A. | Temple Terrace | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-02 |
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