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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-26 |
Branch Locations
7255 Baymeadows Way Floor 3, Jacksonville, FL 32256 • United States
20855 Stone Oak Pkwy, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2022 | 03/2025 |
| Northeast Research Institute | Fleming Island | FL | 01/2022 | 03/2022 |
| Ackerman Cancer Center | Jacksonville | FL | 09/2020 | 12/2021 |
| Mci - Valor | Jacksonville | FL | 08/2020 | 10/2020 |
| Globe Life Insurance - Liberty National Division | Jacksonville | FL | 04/2019 | 03/2020 |
| Aurora Diagnostics Bernhardt Laboratory | Jacksonville | FL | 01/2018 | 04/2019 |
| University Of North Florida | Jacksonville | FL | 05/2014 | 01/2018 |
| The Dance Shack | Jacksonville | FL | 06/2017 | 09/2020 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2022 | 03/2025 |
| Mass Markets | Jacksonville | FL | 08/2020 | 03/2021 |
| On Brand 24 | Jacksonville | FL | 08/2020 | 09/2020 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 03/2025 | Present |
| Unemployed | Jacksonville | FL | 04/2022 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-25 |
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