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14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-06-17 |
Branch Locations
Cape Coral, FL • United States
14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 04/2012 | 06/2019 |
| Bank Of America, N.A. | Coral Gables | FL | 05/2012 | 06/2019 |
| Bessemer Trust | Miami | FL | 06/2019 | 07/2019 |
| Fidelity Investments | Jacksonville | FL | 07/2021 | 01/2022 |
| Unemployed | Miami | FL | 07/2019 | 07/2021 |
| Self Employed | Cape Coral | FL | 01/2022 | 06/2025 |
| Balefire, Llc | Cape Coral | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-15 |
| S66 | Uniform Combined State Law Examination | 2006-08-21 |
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