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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-10 |
| TX | RA | APPROVED | 2024-08-22 |
Branch Locations
100 N Tampa St Floor 33, Tampa, FL 33602 • United States
820 Highway A1A North Suite E-5, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce,Fenner & Smith Incorporated | Jacksonville | FL | 04/2015 | 07/2024 |
| Bank Of America, N.A. | Jacksonville | FL | 06/2015 | 07/2024 |
| Jpmorgan Chase Bank, N.A. | Pnte Vedra Beach | FL | 08/2024 | Present |
| J.P. Morgan Securities Llc | Ponte Vedra Beach | FL | 08/2024 | Present |
| Simply Joyful Hair Products | Saint Johns | FL | 10/2022 | Present |
I*137270 For profit or not for profit: For-Profit Organization Name of outside business organization: Joyful Joy (YouTube Channel) Investment related: N Address of business: Jacksonville, Florida 32256 Nature of business: Other,YouTube Compensation for Activity: Y Position, title, association: Owner, Start date of relationship: 4/1/2021 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Gospel YouTube Channel that was recently monetized Entity Name: Simply Joyful Hair Products Investment related: No Address: Private Residence Nature of the other business: Beauty Position/Title/Relationship: Owner/Partner Start Date: 10/17/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Hair care product line - owner Entity Name: JoyfulJoy - Simply Joyful Ministries Investment related: No Address: YouTube Channel Nature of the other business: Content Creation Position/Title/Relationship: Owner/Partner Start Date: 12/10/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Christian YouTube Channel - Owner - share Christian content Entity Name: ONEJAX Investment related: No Address: 100 Festival Park Ave 2nd Floor, Jacksonville, FL 32202 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/09/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Joined the Board of ONEJAX, organization that fosters bridges of understanding and respect across all backgrounds.Joined the Finance Committee. Assist in reviewing the organizations statement of financial positions. Budget Reviews.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-23 |
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