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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-04 |
| CO | RA | APPROVED | 2017-06-15 |
| TX | RA | APPROVED | 1988-08-22 |
Branch Locations
800 Capitol St Pbig - Houston Ii, Houston, TX 77002 • United States
St Petersburg, FL • United States
200 Central Ave, Saint Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 05/1988 | Present |
| Bank Of America, Na | Houston | TX | 12/2009 | Present |
I*1116252 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Placida, Florida, 33946 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 1/1/2023 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-17 |
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