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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-08 |
| FL | RA | APPROVED | 2024-05-03 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2022 | Present |
| Amerisave Mortgage Corp | Jacksonville | FL | 01/2022 | 06/2022 |
| Pennymac | Jacksonville | FL | 06/2021 | 01/2022 |
| Newrez | Jacksonville | FL | 09/2020 | 06/2021 |
| Carrington Mortgage | Jacksonville | FL | 11/2018 | 08/2020 |
| Everbank/Tiaa | Jacksonville | FL | 01/2016 | 08/2018 |
| 121 Financial Credit Union | Jacksonville | FL | 07/2022 | 07/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-01 |
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