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Account
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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 | 2026-01-16 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Refund One | Miami | FL | 11/2023 | 04/2024 |
| Baptist | Miami | FL | 02/2022 | 10/2023 |
| Max Financial | Miami | FL | 09/2023 | 11/2023 |
| Cypress Gardens/All Type Sales | Miami | FL | 08/2017 | 02/2022 |
| John A Ferguson | Miami | FL | 08/2014 | 08/2017 |
| Aeg Fuels | Miami | FL | 06/2024 | 07/2024 |
| Charles Schwab & Co., Inc. | Austin | TX | 07/2024 | 10/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2025 | Present |
| Advance Autoparts | Miami | FL | 07/2019 | 12/2019 |
| Interamerican | Miami | FL | 03/2024 | 03/2024 |
| Dachser | Miami | FL | 02/2019 | 05/2019 |
| Jae Restaurant | Miami | FL | 04/2018 | 04/2018 |
| Miami Dade College | Miami | FL | 08/2021 | 07/2023 |
| Florida International | Miami | FL | 05/2024 | 07/2024 |
| Bank Of America, N.A. | Jacksonville | FL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-09 |
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