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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-12-06 |
| FL | RA | APPROVED | 2009-10-23 |
Branch Locations
3455 Peachtree Rd Ne Division - Southeast, Atlanta, GA 30326 • United States
Wellington, FL • United States
1 Town Center Rd, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 10/2009 | Present |
I*5191275 Entity Type: Entity Financial Institution Name of OBA: Florida Securities Dealers Association, Inc. Address: Jupiter, Florida, 33458 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/04/2026 Number of Hours: 20, Yearly Number of Hours during trading: 20, Yearly Duties: Representing broker-dealers, investment advisors, mutual funds, insurance companies, and other securities firms throughout the Sunshine State, the FSDA serves the industry before Florida legislators and regulators. With Board members representing all segments of the securities industry, the FSDA is continually expanding its efforts, providing new opportunities for networking and improving the business climate for our industry in Florida. The FSDA maintains effective and productive communications with lawmakers and regulators, and promotes the welfare of its members. The FSDA helps make sure that Florida is guided by responsible regulations and laws. That’s good business, and it’s good for our customers, employees and the investing public, too. Voting member representing Merrill in the FSDA 2) FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: YOUR DAILY HEALTH INVESTMENT RELATED: N ADDRESS OF BUSINESS: WELLINGTON, FLORIDA 33449 POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/12/2012 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM TAKING A COURSE TO BECOME A HEALTH COACH. THIS NAME IS TENTATIVE AND THE BUSINESS HAS NOT BEEN REGISTERED WITH THE STATE AS YET. I NEED TO BEGIN CREATING A WEBSITE I*110707 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JUICE PLUS INVESTMENT RELATED: N ADDRESS OF BUSINESS: COLLIERVILLE, TENNESSEE 38017 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: OTHER, DISTRIBUTOR START DATE OF RELATIONSHIP: 11/28/2017 NUMBER OF HOURS DEVOTED: 16 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DISTRIBUTOR FOR JUICE PLUS PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-19 |
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