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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-08 |
| TX | RA | APPROVED | 2023-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Orlando | FL | 09/2016 | 05/2019 |
| Bank Of America | Orlando | FL | 07/2007 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 07/2022 | Present |
| Bank Of America | Orlando | FL | 06/2019 | 07/2022 |
| Bank Of America, N.A. | Orlando | FL | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-07 |
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