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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 08/2024 | 05/2025 |
| Equitus.aI | Clearwater | FL | 01/2023 | 08/2024 |
| Starbucks | Saint Petersburg | FL | 08/2022 | 01/2023 |
| Starbucks | Punta Gorda | FL | 05/2022 | 08/2022 |
| Unemployed | Port Charlotte | FL | 08/2015 | 03/2019 |
| Universal Performing Arts Center | Port Charlotte | FL | 04/2019 | 03/2020 |
| Golden China | Port Charlotte | FL | 12/2019 | 03/2020 |
| Universal Performing Arts Center | Port Charlotte | FL | 05/2020 | 10/2020 |
| Golden China | Port Charlotte | FL | 12/2020 | 04/2021 |
| Jersey Mikes | Port Charlotte | FL | 04/2021 | 08/2021 |
| Jersey Mikes | Saint Petersburg | FL | 10/2021 | 04/2022 |
| Jersey Mikes | Venice | FL | 08/2021 | 09/2021 |
| Home Depot | Punta Gorda | FL | 04/2021 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | Tampa | FL | 06/2025 | 08/2025 |
| J.P. Morgan Securities Llc | Tampa | FL | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Tampa | FL | 08/2025 | Present |
| Unemployed | Punta Gorda | FL | 04/2020 | 04/2020 |
| Unemployed | Punta Gorda | FL | 11/2020 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-02 |
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