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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-04 |
| FL | RA | APPROVED | 2026-07-24 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Ponte Vedra Beach | FL | 01/2024 | 12/2025 |
| The Lodge And Club | Ponte Vedra Beach | FL | 06/2021 | 08/2022 |
| Epsicopal School Of Jacksonville | Jacksonville | FL | 02/2016 | 05/2022 |
| Northriver Yacht Club | Tuscaloosa | AL | 04/2024 | 06/2024 |
| Fidelity Investments | Jacksonville | FL | 02/2026 | 06/2026 |
| University Of Alabama | Tuscaloosa | AL | 08/2022 | 08/2025 |
| Finalis | New York | NY | 06/2023 | 09/2023 |
| Unemployed | Ponte Vedra Beach | FL | 12/2025 | 02/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2026 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-11 |
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