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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2016-07-22 |
| FL | RA | APPROVED | 2011-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Wellington | FL | 10/2011 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellington | FL | 10/2011 | Present |
I*1753288Entity Type, Name of OBA: Entity For ProfitSecond PropertyAddress: PatchogueNew York11772Investment Related: NoCompensation: YesPosition, Title, Association: OwnerEmployee Start Date: 11/28/2022No Hours: MonthlyNo Hours during trading: 0Duties: Real Estate Rental Property in NY I*4028271, Entity Type: , Name of OBA: Horizon East Board, Address: Palm Beach, Florida, 33480, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 04/26/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Secretary of the Board As Secretary I will take the minutes from the Board meetings which take place weekends or after work hours. Board of Directors of Condo Association
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-25 |
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