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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-02 |
| FL | RA | APPROVED | 2026-05-11 |
Branch Locations
9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2024 | Present |
| Tsi Health Llc | Jackosnville | FL | 08/2022 | 10/2023 |
| Target Co | Jacksonville | FL | 08/2021 | 08/2022 |
| Target Co | Harrisburg | PA | 08/2021 | 03/2022 |
| The Hershey Company | Harrisburg | PA | 06/2017 | 08/2017 |
| Lower Paxton Township | Harrisburg | PA | 06/2018 | 08/2019 |
| Best Buy Inc | Harrisburg | PA | 08/2018 | 07/2019 |
| Jacksonville University | Jacksonville | FL | 08/2019 | 11/2020 |
| Doordash Inc | Jacksonville | FL | 04/2020 | 01/2024 |
| Lyft Inc | Jacksonville | FL | 05/2023 | 03/2026 |
| Instacart Inc | Harrisburg | PA | 03/2020 | 06/2020 |
| Uber Eats | Jacksonville | FL | 03/2022 | 10/2022 |
| Year Up | Jacksonville | FL | 08/2023 | 07/2024 |
| Florida State College At Jacksonville | Jacksonville | FL | 08/2023 | 12/2023 |
| Postmates | Harrisburg | PA | 04/2020 | 07/2020 |
| Harrisburg High School | Harrisburg | PA | 08/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-08 |
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