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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Delaware | Newark | DE | 08/2019 | 12/2023 |
| Southstate Bank | Sarasota | FL | 05/2022 | 08/2022 |
| Landsberg Bennett Private Wealth Management | Punta Gorda | FL | 07/2023 | 11/2023 |
| Naples Global Advisors | Naples | FL | 11/2023 | 06/2025 |
| Manatee County School Disrict | Bradenton | FL | 08/2004 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 06/2025 | Present |
| University Of Delaware | Newark | DE | 08/2022 | 12/2023 |
| State College Of Florida | Bradenton | FL | 07/2018 | 07/2019 |
| Delaware University | Newark | DE | 08/2022 | 05/2023 |
| Southeastern Grocers | Bradenton | FL | 05/2019 | 08/2019 |
I*3524265, Entity Type: Entity Governmental, Name of OBA: Gulf Coast HS, Address: Naples, Florida, 34119, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 01/21/2026, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: I will be responsible for constructing pitching programs and working with the pitchers 1-2 days per week., I am volunteering as a pitching coach for the Girls softball team. This is something I am passionate about since I played softball in college and looking to give back to the community.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-09 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-30 |
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