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Naples, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsport | PA | 03/2018 | 11/2019 |
| Unemployed | Montgomery | PA | 12/2017 | 03/2018 |
| Roche Financial | Williamsport | PA | 07/2017 | 12/2017 |
| Unemployed | Montgomery | PA | 05/2017 | 07/2017 |
| Bloomsburg University | Bloomsburg | PA | 08/2016 | 05/2017 |
| Bank Of America, N.A. | Williamsport | PA | 06/2018 | 11/2019 |
| Unemployed | Montgomery | PA | 11/2019 | 01/2022 |
| Rossman Construction Llc | State College | PA | 01/2022 | 11/2022 |
| Unemployed | Montgomery | PA | 11/2022 | 04/2024 |
| Paragon Flight | Fort Myers | FL | 04/2024 | Present |
| Covato Capital Management, Llc | Naples | FL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-31 |
| S66 | Uniform Combined State Law Examination | 2018-06-19 |
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