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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-03 |
| FL | RA | APPROVED | 2025-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Value Added Sales And Marketing | Sanford | FL | 01/2000 | 12/2019 |
| Sunny Day Consultants, Llc | Sanford | FL | 03/2018 | Present |
| Certified Financial Group | Altamonte Springs | FL | 10/2021 | 09/2022 |
| Synergy Wealth Alliance/Lpl Financial Llc | Altamonte Springs | FL | 11/2022 | 01/2025 |
| J.P. Morgan Securities Llc | Lake Mary | FL | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Lake Mary | FL | 01/2025 | Present |
| Medplex 309, Llc | Sanford | FL | 10/2016 | Present |
Entity Name: Sunny Day Consultants, llc Investment related: No Address: Sanford, FL Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/01/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property Entity Name: Medplex 309, LLC Investment related: No Address: Sanford, Fl Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/10/2016 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental Property Entity Name: Janie B Graves Trust Investment related: No Address: Private Residence Nature of the other business: Trust Position/Title/Relationship: Advisor/Officer Start Date: 03/04/2015 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Trustee for my Moms Trust
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-02 |
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