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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-17 |
Branch Locations
9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Financial Services Group | Jacksonville | FL | 06/2017 | 08/2017 |
| Palm Valley Fish Camp | Ponte Vedra | FL | 12/2015 | 10/2017 |
| National Life Group | Jacksonville | FL | 08/2017 | 04/2019 |
| Equity Services, Inc. | Montpelier | VT | 09/2018 | 04/2019 |
| Western Southern Life | Jacksonville | FL | 04/2019 | 05/2022 |
| W&S Brokerage Services | Cincinnati | OH | 06/2019 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 03/2026 | Present |
| Unemployed | Acworth | GA | 05/2022 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-14 |
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