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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| FL | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | West Palm Beach | FL | 06/2024 | 10/2025 |
| Wells Fargo Bank, Na | West Palm Beach | FL | 06/2024 | 10/2025 |
| Bank Of America, N.A. | Wellington | FL | 12/2021 | 05/2024 |
| Lenscrafters | Boca Raton | FL | 02/2016 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Worth | FL | 10/2025 | Present |
| Bank Of America, N.A. | Lake Worth | FL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-30 |
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