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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-23 |
| TX | RA | APPROVED_RES | 2021-04-22 |
Branch Locations
3801 Pga Blvd Suite 801, Palm Beach Gardens, FL 33410-2757 • United States
Palm City, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus | NJ | 09/2013 | 04/2021 |
| Bank Of America, N.A. | Paramus | NJ | 09/2013 | 04/2021 |
| Rbc Capital Markets, Llc | Palm Beach Gardens | FL | 04/2021 | Present |
| City National Bank | Palm Beach Gardens | FL | 05/2021 | Present |
(1) NAME OF ENTITY: The Pine School Inc ADDRESS: 12350 SE Federal Highway Hobe Sound Florida 33455 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: May 01, 2024 CAPACITY: Board of Directors, Treasurer, Committee/Council Member DUTIES: The position of treasurer is unpaid (volunteer) and I will not have sole discretion over investment and/or operating accounts. Nor will I be a sole signer on bank accounts. The role focuses on the overseeing the finance committee and the finances of the school. HOURS DEVOTED PER MONTH: 0 - 4 hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-03 |
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