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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-16 |
Branch Locations
1910 Fairview Ave E Suite 200, Seattle, WA 98102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Atlanta | GA | 06/2022 | 08/2022 |
| University Of Florida Department Of Housing | Gainesville | FL | 01/2020 | 06/2020 |
| Rapid Business Plans | Jacksonville | FL | 05/2020 | 07/2021 |
| University Of Florida | Gainesville | FL | 08/2019 | 05/2023 |
| Atlantic Coast High School | Jacksonville | FL | 08/2015 | 05/2019 |
| Hollister Co. | Jacksonville | FL | 06/2018 | 04/2019 |
| Truist Investment Services, Inc | Atlanta | GA | 07/2023 | 08/2024 |
| Truist Advisory Services, Inc | Atlanta | GA | 12/2023 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 08/2024 | 05/2025 |
| Kuman Math An Reading Center Of Ja | Jacksonville | FL | 12/2017 | 12/2018 |
| Ruffalo Noel Levitz | Gainesville | FL | 01/2023 | 04/2023 |
| Bank Of America, N.A. | Bellevue | WA | 11/2024 | 05/2025 |
| Corient | Seattle | WA | 05/2025 | Present |
| Corient Services Llc | Miami | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-02 |
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