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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-11 |
| TX | RA | APPROVED_RES | 2026-06-11 |
Branch Locations
7255 Baymeadows Way, Floor 3, 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 | 12/2022 | 06/2026 |
| Citigroup/Citibank | Jacksonville | FL | 05/2019 | 10/2021 |
| Uber | Jacksonville | FL | 04/2019 | 01/2025 |
| Sykes | Lakeland | FL | 01/2015 | 02/2019 |
| Bank Of America, N.A. | Jacksonville | FL | 12/2022 | 06/2026 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 06/2026 | Present |
| Ups | Jacksonville | FL | 10/2022 | 01/2023 |
| Unemployed | Lakeland | FL | 03/2019 | 03/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-08 |
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