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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2001-04-11 |
| FL | RA | APPROVED | 2000-10-16 |
Branch Locations
1616 Concierge Blvd, Daytona Beach, FL 32117 • United States
Daytona Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melbourne | FL | 04/2000 | Present |
| Bank Of America,N.A. | Daytona Beach | FL | 06/2011 | Present |
I*136239 Non-Profit Organization Name: Boy's and Girls Club of Volusia Flagler Counties Investment related: No Address: Deland, Florida 32720 Nature of business: Charitable Organization Position, title, association: Trustee Start date: 2/18/2021 hours devoted: 0 trading hours: 0 Duties: It is an honorary position of Trustee. It was awarded due to prior volunteer service on the board of directors including serving as president, as well as financial contributions. I*72427 For-Profit Organization Name: Plycon Associates, LLC Investment related: No Address of business: Daytona Beach, Florida 32124 Nature of business: LLC, Position, title, association: General Partner Start date of relationship: 4/1/2014 Number of hours devoted: 10 hours Annually Number of hours devoted during trading hours: 0 Duties: LLC set up for the residual assets from my father's estate. I*102530 FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: INVESTMENT RELATED: NO ADDRESS OF BUSINESS: DAYTONA BEACH, FLORIDA 32124 NATURE OF BUSINESS: FAMILY BUSINESS POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 2/16/2017 NUMBER OF HOURS DEVOTED: 1 HOUR MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY. I AM THE LANDLORD. I*112407 For profit or not for profit: For-Profit Organization Name of outside business organization: 2 Acclaim, LLC Investment related: No Address of business: Daytona Beach, Florida 32124 Nature of business: LLC Position, title, association: Owner, Start date of relationship: 9/6/2017 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: LLC for rental house I*134378 For profit or not for profit: For-Profit Organization Name of outside business organization: Sea Bull, LLC Investment related: No Address of business: Daytona Beach, Florida 32124 Nature of business: LLC Position, title, association: General Partner Start date of relationship: 1/1/2020 Number of hours devoted: 1 hour Quarterly Number of hours devoted during trading hours: 0 Duties: Created an LLC to reduce liability involved with seasonal rentals of home. I*1430277 For profit or not for profit: Entity For Profit Name of outside business organization: GJH Investments, LLC Investment related: No Address of business: Daytona Beach, Florida, 32124 Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member Start date of relationship: 8/31/2023 Number of hours devoted: 4 hours Yearly Number of hours devoted during trading hours: 0 Duties: This is an LLC set up on the advice of my attorney to make a passive investment in a restaurant which doesn't involve any existing clients. I*: 2412259 Entity Type: For Profit Name of OBA: Goose Land LLC Address: Daytona Beach, FL 32124 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 04/16/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: This is a holding company for liability and estate planning purposes for a real estate investment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-09 |
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