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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-12 |
| FL | RA | APPROVED | 2025-07-21 |
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 |
|---|---|---|---|---|
| Ubs Financial Services | Tampa | FL | 10/2022 | 04/2023 |
| Transcarent | Remote | FL | 06/2021 | 09/2022 |
| The Orthopedic Institute | Gainesville | FL | 06/2020 | 06/2021 |
| Request Physical Therapy | Gainesville | FL | 02/2016 | 12/2020 |
| Gainesville Juniors | Gainesville | FL | 11/2016 | 07/2021 |
| Raymond James & Associates, Inc. | Miami | FL | 10/2023 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tamarac | FL | 06/2025 | Present |
| Unemployed | Miami | FL | 04/2023 | 10/2023 |
| University Of Florida | Gainesville | FL | 08/2019 | 06/2021 |
| Santa Fe College | Gainesville | FL | 01/2016 | 05/2019 |
| Bank Of America, N.A. | Tamarac | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-25 |
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