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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-27 |
| FL | RA | APPROVED | 2026-07-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Blakely Financial Inc | High Point | NC | 06/2023 | 10/2025 |
| Elon University | Elon | NC | 07/2022 | 06/2023 |
| Camp High Rocks | Cedar Mountain | NC | 06/2022 | 07/2022 |
| The Bolles School | Jacksonville | FL | 08/2013 | 05/2020 |
| Elon University | Elon | NC | 06/2020 | 06/2022 |
| Commonwealth Financial Network | Waltham | MA | 06/2024 | 10/2025 |
| Newedge Advisors, Llc | New Orleans | LA | 10/2025 | 03/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-23 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-01 |
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