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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Ocala | FL | 03/2026 | Present |
| J.P. Morgan Securities Llc | Ocala | FL | 03/2026 | Present |
| Pnc Wealth Management Llc | Ocala | FL | 05/2025 | 03/2026 |
| Pnc Invesments | Ocala | FL | 05/2025 | 03/2026 |
| Hca Healthcare | Gainesville | FL | 06/2024 | 05/2025 |
| Td Private Client Wealth Llc | Gainesville | FL | 02/2024 | 06/2024 |
| Td Investments | Gainesville | FL | 02/2024 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gainesville | FL | 08/2019 | 02/2024 |
| Bank Of America | Gainesville | FL | 08/2019 | 02/2024 |
| Gabor Agency | Gainesville | FL | 05/2019 | 07/2019 |
| Lincoln Investment/Capital Analyst | Gainesville | FL | 03/2019 | 05/2019 |
| Regions Bank | Gainesville | FL | 11/2015 | 04/2019 |
| Cetera Investment Services Llc | Gainesville | FL | 12/2015 | 03/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-01 |
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