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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-21 |
| FL | RA | APPROVED | 2024-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2023 | 06/2024 |
| Full-Time Education | Saint Johns | FL | 08/2015 | 05/2017 |
| Moe's Southwest Grill | Saint Johns | FL | 05/2017 | 10/2019 |
| Full-Time Education | Orlando | FL | 07/2019 | 01/2020 |
| Bento Asian Kitchen | Orlando | FL | 01/2020 | 03/2020 |
| Bento Asian Kitchen | Jacksonville | FL | 03/2020 | 07/2020 |
| Full-Time Education | Orlando | FL | 07/2020 | 01/2021 |
| Clickable Impact | Orlando | FL | 01/2021 | 03/2021 |
| Full-Time Education | Orlando | FL | 03/2021 | 05/2021 |
| Pat's Liquor Leaf & Wine | Oviedo | FL | 05/2021 | 08/2021 |
| Full-Time Education | Orlando | FL | 08/2021 | 01/2022 |
| Bounce Social House | Orlando | FL | 01/2022 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 06/2024 | Present |
| North Orlando Holding Inc | Oviedo | FL | 05/2021 | 09/2021 |
| University Of Central Florida | Orlando | FL | 08/2019 | 05/2023 |
| Bank Of America, N.A. | Orlando | FL | 07/2024 | Present |
I*3313310 Entity Type: Charitable Name of OBA: Maitland Rotary Art Festival Address: Maitland, FL 32751 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/01/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: The purpose of this organization is to organize and promote the Maitland Rotary Art Festival. My responsibility for this activity is to serve on the board to organize committees for activities responsible for promoting and organizing the Maitland Rotary Art Festival. I have been told that due to my role, I will not partake in any financial transactions, and will not be involved with money in any capacity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-18 |
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