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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-05 |
| FL | RA | APPROVED | 2022-09-06 |
Branch Locations
360 Garfield Ave, Winter Park, FL 32789 • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 04/2018 | 08/2022 |
| Allstate Benefits | Charlotte | NC | 12/2016 | 04/2018 |
| Allstate Benefits | Jacksonville | FL | 06/2015 | 12/2016 |
| Bank Of America, N.A. | Orlando | FL | 07/2018 | 08/2022 |
| Rbc Capital Markets, Llc | Winter Park | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
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