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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-01 |
| FL | RA | APPROVED | 2023-01-20 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
1616 Concierge Blvd, Daytona Beach, FL 32117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Deland | FL | 09/2017 | Present |
| Stetson University | Deland | FL | 04/2017 | 09/2017 |
| Publix | Deland | FL | 08/2016 | 04/2017 |
| Follett High Ed Group | Deland | FL | 03/2015 | 09/2016 |
| Stetson University | Deland | FL | 08/2014 | 05/2017 |
| Fleishel Financial Associates | Deland | FL | 09/2017 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Daytona Beach | FL | 03/2022 | Present |
Fleishel Financial Associates Address: Deland, FL Nature of the Business: Independent RIA Position/Title: Employee Investment Related:Yes Start Date: 11/27/2017 Hours per month devoted to this business: 175 Hours per month devoted to this business during trading hours: 140 Description of duties: Client services, administrative and operations tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-09 |
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