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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Jr. Blvd Ste 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saks Fifth Avenue | Huntington Station | NY | 07/2017 | 07/2018 |
| Planet Fitness | Lawrence | KS | 08/2020 | 05/2021 |
| Ule Group | Hauppage | NY | 06/2021 | 09/2021 |
| Robke's Country Inn | Northport | NY | 01/2021 | 08/2023 |
| Title Boxing Llc | Huntington | NY | 01/2013 | 08/2024 |
| Birdie Bar | Northport | NY | 04/2023 | 10/2025 |
| New York Life Insurance Company | Melville | NY | 08/2024 | 08/2025 |
| Nylife Securities Llc | Melville | NY | 11/2024 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Glen Cove | NY | 08/2025 | 01/2026 |
| Bank Of America, N.A. | Glen Cove | NY | 09/2025 | 01/2026 |
| Fisher Investments | Tampa | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-30 |
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