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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-05 |
| FL | RA | APPROVED | 2024-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch/ Bank Of America | Lakeland | FL | 01/2023 | 06/2023 |
| Lpt Realty | Tampa | FL | 10/2022 | 01/2023 |
| Keller Williams Southshore | Apollo Beach | FL | 04/2022 | 10/2022 |
| Fifth Third Bank | Riverview | FL | 03/2021 | 03/2022 |
| Regions Bank | Bradenton | FL | 04/2020 | 03/2021 |
| Wells Fargo Bank | Tampa | FL | 09/2017 | 04/2020 |
| Sprint Wireless Evolution | Tucson | AZ | 07/2017 | 09/2017 |
| Dish Network | Tucson | AZ | 05/2017 | 07/2017 |
| All Mobile Matters | Tucson | AZ | 11/2016 | 09/2017 |
| Solarcity/Tesla Motors Inc | Tucson | AZ | 11/2015 | 10/2016 |
| Morgan Stanley | Temple Terrace | FL | 09/2023 | 04/2024 |
| Unemployed | Apollo Beach | FL | 06/2023 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakeland | FL | 05/2024 | Present |
| Unemployed | Apollo Beach | FL | 04/2024 | 05/2024 |
| Bank Of America, N.A | Lakeland | FL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-04 |
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