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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-02-23 |
| FL | RA | APPROVED | 2005-10-05 |
Branch Locations
1616 Concierge Blvd, Daytona Beach, FL 32117 • United States
2 disclosure categories 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 | Daytona Beach | FL | 09/2005 | Present |
| Bank Of America, N.A. | Daytona Beach | FL | 09/2009 | Present |
I*1787262, Entity Type, Name of OBA: Rental Property 1 Address: Ormond Beach, Florida, 32174 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 04/10/2024 No Hours: 1 No Hours during trading: 0 Duties: Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-13 |
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