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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-05 |
| FL | RA | APPROVED | 2026-08-04 |
Branch Locations
11333 Mccormick Rd Ci Client Services, Hunt Valley, MD 21031 • United States
9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 02/2020 | 08/2021 |
| Unemployed | Jacksonville | FL | 08/2016 | 08/2017 |
| Citi Bank | Jacksonville | FL | 08/2017 | 12/2017 |
| Unemployed | Jacksonville | FL | 01/2018 | 11/2019 |
| Uf Health | Jacksonville | FL | 11/2019 | 02/2020 |
| Ally Financial | Detroit | MI | 09/2021 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2021 | 04/2024 |
| Bofa Securities, Inc. | Jacksonville | FL | 04/2024 | Present |
I*636263, Entity Type: Entity For Profit Name of OBA: Uber Address: San Francisco, CA 94103 Investment Related: N Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 12/30/2021 No Hours: 15 No Hours during trading: 0 Duties: I*636264, Entity Type: Entity For Profit Name of OBA: Amazon Flex Address: Jacksonville, FL 32226 Investment Related: N Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 12/24/2021 No Hours: 8 No Hours during trading: 0 Duties: Deliver packages and food I*636266, Entity Type: Entity For Profit Name of OBA: Lyft Address: San Francisco, CA 94107 Investment Related: N Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 12/30/2021 No Hours: 8 No Hours during trading: 0 Duties: Rideshare service. Transport passengers. I*978292 Entity Type: For Profit, Publicly Traded Name of OBA: A Place For Rover Inc. Address: Olympia, Washington, 98501 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 09/02/2022 Number of Hours: 20, Monthly Number of Hours during trading: 0 Duties: Perform dog walking and dog sitting services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-25 |
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