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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-04 |
| FL | RA | APPROVED | 2023-01-11 |
Branch Locations
Saint Johns, FL • United States
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
1100-1800 American Blvd Ci Client Management, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty Co. | Chicago | IL | 05/2014 | 03/2020 |
| Bankers Life Securities, Inc | Jacksonville | FL | 12/2016 | 03/2020 |
| The American College | Bryn Mawr | PA | 02/2017 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 04/2020 | 01/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 06/2020 | 01/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 01/2022 | 08/2022 |
| Advised Assets Group, Llc / Empower | Greenwood Village | CO | 01/2022 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2022 | Present |
| Unemployed | Jacksonville | FL | 09/2022 | 10/2022 |
| Citibank | Jacksonville | FL | 10/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-13 |
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