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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 07/2023 | 04/2025 |
| Merrill Lynch | Dallas | TX | 06/2022 | 08/2022 |
| Town Park Gaylord Texan | Grapevine | TX | 12/2022 | 01/2023 |
| Moxies | Southlake | TX | 05/2021 | 01/2022 |
| Grapevine Aquatics | Grapevine | TX | 05/2017 | 08/2019 |
| Unemployed - Grapevine Middle School And Grapevine High School | Grapevine | TX | 01/2013 | 05/2017 |
| Build A Bear Workshop | Grapevine | TX | 12/2019 | 01/2020 |
| Sonic Drive-In | Grapevine | TX | 05/2020 | 01/2021 |
| Student- University Of Alabama | Tuscaloosa | AL | 08/2019 | 12/2019 |
| Student- University Of Alabama | Tuscaloosa | AL | 01/2020 | 05/2020 |
| Student- University Of Alabama | Tuscaloosa | AL | 01/2021 | 05/2021 |
| Student- University Of Alabama | Tuscaloosa | AL | 01/2022 | 06/2022 |
| Student- University Of Alabama | Tuscaloosa | AL | 08/2022 | 12/2022 |
| Student- University Of Alabama | Tuscaloosa | AL | 01/2023 | 05/2023 |
| Bank Of America N.A. | Tampa | FL | 08/2023 | 04/2025 |
| Morgan Stanley | West Palm Beach | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
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