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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Edward Jones Financial | St Louis | MO | 06/2024 | 08/2025 |
| Bright Realty | Sarasota | FL | 01/2019 | 01/2024 |
| Keller Williams Realty | Sarasota | FL | 10/2017 | 09/2018 |
| Key Realty | Sarasota | FL | 08/2015 | 12/2018 |
| Oasis Outsourcing | West Palm Beach | FL | 08/2019 | 12/2020 |
| The Meadows Country Club | Sarasota | FL | 01/2019 | 12/2022 |
| Field Club Sarasota | Sarasota | FL | 06/2017 | 09/2019 |
| Jpmorgan Chase Bank, N.A. | Venice | FL | 09/2025 | Present |
| J.P. Morgan Securities Llc | Venice | FL | 09/2025 | Present |
| Field Club Sarasota | Sarasota | FL | 03/2024 | 10/2024 |
| Unemployed | Sarasota | FL | 02/2024 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-10 |
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