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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
| FL | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Elevate Financial Planning | Saint Petersburg | FL | 08/2024 | 09/2024 |
| Pilmoth Investment Advisors | Swansea | MA | 05/2022 | 07/2022 |
| Bay Coast Bank | Swansea | MA | 05/2023 | 07/2023 |
| Walmart | Coventry | RI | 05/2021 | 08/2021 |
| Depetrillo's Pizza And Bakery | Smithfield | RI | 06/2018 | 08/2018 |
| Doordash | Johnston | RI | 06/2020 | 01/2024 |
| Stonehill College | North Easton | MA | 08/2020 | 05/2024 |
| Bishop Hendricken High School | Warwick | RI | 08/2016 | 05/2020 |
| Pathstone | Winter Park | FL | 09/2024 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 06/2025 | Present |
| Pilmoth Investment Advisors | Swansea | MA | 06/2023 | 07/2023 |
| Bank Of America, N.A. | Sarasota | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-15 |
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