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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
| FL | RA | APPROVED | 2026-06-26 |
Branch Locations
900 Se Federal Hwy, Stuart, FL 34994 • United States
2525 Pga Blvd, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A | Fort Pierce | FL | 05/2026 | Present |
| Intellihive | Jupiter | FL | 10/2019 | 10/2021 |
| Self-Employed, Independent Contractor/The Loxahatchee Club | Stuart | FL | 10/2013 | 08/2024 |
| New York Life Insurance Company | Sunrise | FL | 05/2024 | 12/2024 |
| Nylife Securities Llc | Sunrise | FL | 12/2024 | 12/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Pierce | FL | 03/2026 | Present |
| Self-Employed, Independent Contractor | Stuart | FL | 12/2024 | 03/2026 |
I*5565270 Entity Type: Entity For Profit Name of OBA: No Entity - Independent Caddying Services Address: Stuart, Florida, 34997 Investment Related: No Position, Title, Association: Other Employee Start Date: 10/03/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0, Monthly Duties: Compensation is received in exchange for rendering advice and services related to playing golf. Providing golf related advice and services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
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