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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-15 |
| FL | RA | APPROVED | 2026-02-27 |
Branch Locations
9000 Southside Blvd Ci Client Management, 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 |
|---|---|---|---|---|
| Never Enough Enterprises | Fl | FL | 08/2010 | 02/2026 |
| 717 Parking | Fl | FL | 02/2013 | 01/2024 |
| Fidelity Investments | Jacksonville | FL | 02/2024 | 01/2026 |
| Lifestyle Real Estate | Fl | FL | 04/2021 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2026 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-26 |
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