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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| FL | RA | APPROVED | 2026-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 04/2026 | Present |
| Edward Jones | Newburgh | IN | 07/2023 | 08/2025 |
| Tijuana Flats | Trinity | FL | 04/2017 | 02/2019 |
| Olive Garden | New Port Richey | FL | 01/2019 | 08/2023 |
| Midland Trust | Fort Myers | FL | 03/2022 | 09/2022 |
| Raymond James | Naples | FL | 09/2022 | 12/2022 |
| K-12 River Ridge High School | New Port Richey | FL | 05/2014 | 05/2019 |
| Ubs Financial Services Inc. | Fort Myers | FL | 08/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-25 |
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