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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-07 |
| FL | RA | APPROVED | 2026-06-29 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 05/2025 | 05/2026 |
| Penske Logistics / Blackhorse | Jacksonville | FL | 03/2022 | 08/2022 |
| University Of North Florida | Jacksonville | FL | 08/2020 | 05/2025 |
| Dunkin Donuts | Jupiter | FL | 08/2016 | 11/2016 |
| Jupiter High School | Jupiter | FL | 08/2015 | 05/2020 |
| Gardens Wealth Management | Palm Beach Gardens | FL | 05/2024 | 07/2024 |
| Blueline | Blueline | FL | 04/2016 | 07/2020 |
| Vector Enterprise | Jupiter | FL | 03/2019 | 11/2019 |
| Els Center Of Excellence | Jupiter | FL | 06/2023 | 08/2023 |
| Fishing Headqaurters / Schulz Brothers Fishing | Jupiter | FL | 02/2020 | 09/2020 |
| College Hunks | Jacksonville | FL | 08/2022 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2026 | Present |
| Kymberly Group Payroll Solutions | Blueline | FL | 11/2017 | 07/2018 |
| 'DAryl Sue&Apos;S Keep Flippin&Apos; Gymnastics Inc | Blueline | FL | 04/2016 | 05/2018 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-22 |
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