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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-03 |
Branch Locations
515 E Las Olas Blvd Fl 7, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/1996 | 08/2019 |
| Bank Of America Na | New York | NY | 10/2018 | 08/2019 |
| Jpmorgan Chase Bank Na | Fort Lauderdale | FL | 08/2021 | 11/2023 |
| Jpmorgan Securities Llc | Fort Lauderdale | FL | 08/2021 | 11/2023 |
| New Caps Llc | New York | NY | 03/2019 | 03/2019 |
| Unemployed | Edgewater | NJ | 09/2019 | 07/2021 |
| Truist Investment Services, Inc. | Fort Lauderdale | FL | 03/2026 | Present |
| Truist Advisory Services, Inc. | Fort Lauderdale | FL | 03/2026 | Present |
| Fiduciary Trust | Boca Raton | FL | 12/2023 | 02/2026 |
INTERNATIONAL SWIMMING HALL OF FAME POSITION: Treasurer NATURE: The International Swimming Hall of Fame, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2021 ADDRESS: Fort Lauderdale FL, United States DESCRIPTION: Executive Committee Member and Treasurer (no check writing or funds transfer capability).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-02 |
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