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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| FL | RA | APPROVED | 2026-02-27 |
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 |
|---|---|---|---|---|
| The University Of Central Florida | Orlando | FL | 12/2020 | 06/2021 |
| Advus Financial Partners | Lake Mary | FL | 08/2021 | 12/2021 |
| The University Of Central Florida | Orlando | FL | 10/2023 | 11/2023 |
| Pacific Asian Bistro | St Augustine | FL | 12/2017 | 07/2018 |
| The University Of Central Florida | Orlando | FL | 07/2021 | 08/2021 |
| Fidelity Investments | Jacksonville | FL | 05/2024 | 01/2026 |
| Unemployed | St Augustine | FL | 02/2024 | 05/2024 |
| The University Of Central Florida | Orlando | FL | 08/2018 | 12/2023 |
| Allen D. Nease Highschool | Ponte Vedra | FL | 03/2017 | 12/2017 |
| Doordash Inc. | Orlando | FL | 08/2020 | 12/2020 |
| The University Of Central Florida | Orlando | FL | 02/2020 | 08/2020 |
| Sun Protection Of Florida | Orlando | FL | 04/2023 | 10/2023 |
| Allen D. Nease Highschool | Ponte Vedra | FL | 02/2016 | 05/2018 |
| The University Of Central Florida | Orlando | FL | 07/2018 | 01/2020 |
| Donovan'S Irish Pub | St Augustine | FL | 02/2016 | 03/2017 |
| Island Wing Company | Orlando | FL | 01/2020 | 02/2020 |
| Mateer & Harbert, Pa | Orlando | FL | 05/2022 | 12/2022 |
| The University Of Central Florida | Orlando | FL | 12/2021 | 05/2022 |
| Universal Orlando | Orlando | FL | 06/2021 | 07/2021 |
| The University Of Central Florida | Orlando | FL | 08/2022 | 04/2023 |
| United States Tennis Association | Orlando | FL | 11/2023 | 02/2024 |
| 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 | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-04 |
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