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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-11 |
| FL | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bradenton | FL | 04/2025 | Present |
| Northwestern Mutual | Sarsota | FL | 10/2024 | 01/2025 |
| Smartpro Financial | Bradenton | FL | 04/2024 | 08/2024 |
| Story Time Soccer Manatee & Sarasota Llc | Bradenton & Sarasota | FL | 04/2021 | 04/2024 |
| Unemployed | Sarasota | FL | 02/2025 | 03/2025 |
| Unemployed | Sarasota | FL | 09/2024 | 09/2024 |
| Td Synnex | Clearwater | FL | 08/2019 | 04/2021 |
| Story Time Soccer | St. Petersburg | FL | 11/2016 | 08/2019 |
| Chick-Fil-A | St. Petersburg | FL | 02/2013 | 10/2016 |
| University Of South Florida - St. Pete Campus | St. Petersburg | FL | 08/2015 | 08/2019 |
| Bank Of America, N.A. | Bradenton | FL | 07/2025 | Present |
I*: 2427301 Name of the other business: Story Time Soccer Investment-related; No Address of the other business: Clearwater, FL Nature of the other business: Soccer program Title, or relationship with the other business: I am paid a royalty in perpetuity Start date of your relationship: April 1st 2024 Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I receive a quarterly email that sums up how the business is doing, that I sold back to the company. I receive a royalty on the net revenue each quarter. I do not have any say on the business operations, I just have access like an investor to the business finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
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