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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-01-06 |
| FL | RA | APPROVED | 1988-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 08/1988 | Present |
| Bank Of America, N.A. | Winter Park | FL | 11/2009 | Present |
I*67591 For profit or not for profit: For-Profit Organization Name of outside business organization: Flight, Incorporated Investment related: N Address of business: Orlando, Florida 32801 Nature of business: S-Corp, Position, title, association: Other, Pay aviation bills under direction of husband Start date of relationship: 11/2/2011 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Sub-chapter S owned by husband solely for purpose of holding aviation assets to limit personal liability. My sole purpose is to pay bills and transfer money when needed at the behest of my husband. I*125850 For profit or not for profit: For-Profit Organization Name of outside business organization: Ameriflight Mgt Services, Inc. Investment related: N Address of business: Orlando, Florida 32801 Nature of business: S-Corp, Position, title, association: Other, Check signor Start date of relationship: 8/1/2019 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Subchapter S Corporation to own aviation interest in airplane for liability purposes. I am only an authorized signor on the Ameriflight Merrill Lynch business account. I*130049 For profit or not for profit: For-Profit Organization Name of outside business organization: Flight Express, Inc. Investment related: N Address of business: Orlando, Florida 32801 Nature of business: Corporation, Position, title, association: Family Held, Start date of relationship: 2/10/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: This is a corporation created to own personal aircraft for liability purposes. All expenses for the airplane will be paid for through this entity. I am authorized to transfer money and write checks.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-08 |
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