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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-11-15 |
| FL | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Naples | FL | 01/2007 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 10/2009 | Present |
I*1824277 Entity Type: Governmental Name of OBA: CLASAC ENVIRONMENTAL LANDS PROGRAM Address: Bartow, FL Investment Related: No Position, Title, Association: Committee member Start Date: 05/15/2024 No Hours: 24 hrs Mthly No Hours during trading: 2 hrs Duties: I will be part of a committee that will view private land to recommend to the county for conservation. I*: 2329258 Entity Type: For profit Name of OBA: Sherwood Homosassa LLC Address: Lakeland, Fl 33810 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 05/27/2025 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: We are forming a family LLC with my Mother and Father in Law and my Husband to hold a second home and potential rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-04 |
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