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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-16 |
| FL | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Village Tavern | Pembroke Pines | FL | 08/2017 | 11/2017 |
| Armando's | Winter Park | FL | 01/2017 | 07/2017 |
| Northwestern Mutual | Orlando | FL | 01/2016 | 12/2016 |
| University Of Central Florida (Ucf) | Orlando | FL | 08/2011 | 05/2017 |
| Edward Jones | Miramar | FL | 11/2017 | 03/2018 |
| Doc B's | Fort Lauderdale | FL | 04/2018 | 07/2018 |
| Jpmorgan Chase Bank, N.A. | Boca Raton | FL | 07/2018 | 06/2020 |
| J.P. Morgan Securities, Llc | Boca Raton | FL | 07/2018 | 06/2020 |
| Hanks Bde, Inc. | Fort Lauderdale | FL | 04/2019 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 05/2022 | 04/2023 |
| Wells Fargo Bank, Na | Boca Raton | FL | 05/2022 | 04/2023 |
| Boca Liquors | Boca Raton | FL | 07/2020 | 01/2022 |
| Extended Travel | Boca Raton | FL | 01/2022 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 07/2023 | Present |
| Florida Atlantic University | Orlando | FL | 06/2022 | Present |
| Bank Of America, N.A. | Boca Raton | FL | 08/2023 | Present |
I*: 2710267 Entity Type: Not for Profit Name of OBA: Spanish River Baseball Address: Boca Raton, FL 33496 Investment Related: No Position, Title, Association: Coach Employee Start Date: 08/18/2025 Number of Hours: 10 hrs wkly Number of Hours during trading: 0 Duties: Head coach during games played; organizing practices with players
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-21 |
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