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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-23 |
| FL | RA | APPROVED | 2026-02-09 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maclay School | Tallahassee | FL | 05/2024 | 08/2024 |
| First Franklin Financial Services | Tallahassee | FL | 05/2024 | 05/2025 |
| Liberty Pines Academy | Saint Johns | FL | 08/2008 | 05/2017 |
| Fidelity Investments | Jacksonville | FL | 05/2025 | 01/2026 |
| Beachwalk Club | Saint Johns | FL | 05/2021 | 08/2023 |
| Elite Junior Tennis | Tallahassee | FL | 05/2024 | 08/2024 |
| Bartram Trail High School | Saint Johns | FL | 08/2017 | 05/2021 |
| Saint John Paul Ii Catholic High School | Tallahassee | FL | 01/2023 | 04/2025 |
| Unemployed | Saint Augustine | FL | 05/2017 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2025 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-15 |
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