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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Walton Beach | FL | 12/2012 | 10/2019 |
| Bank Of America, N.A. | Fort Walton Beach | FL | 01/2013 | 10/2019 |
| Trustmark National Bank | Pensacola | FL | 09/2019 | 05/2025 |
| Lpl Financial Llc | Pensacola | FL | 12/2019 | 09/2025 |
| Trustmark Bank | Pass Christian | FL | 05/2025 | 09/2025 |
| Trustmark Bank | Pensacola | FL | 09/2025 | 06/2026 |
| Raymond James Financial Services, Inc. | Pensacola | FL | 09/2025 | 06/2026 |
| Raymond James Financial Services Advisors, Inc. | Pensacola | FL | 09/2025 | 06/2026 |
| Cetera Investment Advisers Llc | Pensacola | FL | 06/2026 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2026 | Present |
| Hancock Whitney Bank | Pensacola | FL | 06/2026 | Present |
1.) BROKEN SOUND HOA BOARD; BOARD MEMBER AT LARGE FOR THE KIWANIS CLUB OF GULF SHORES & ORANGE BEACH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-12 |
| S65 | Uniform Investment Adviser Law Examination | 2007-03-06 |
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