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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-21 |
Branch Locations
22 Bull St, Savannah, GA 31401 • United States
132 Royal Palm Way, Palm Beach, FL 33480 • 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 |
|---|---|---|---|---|
| Citibank, N.A. | Boca Raton | FL | 07/2016 | 06/2022 |
| Citigroup | West Palm Beach | FL | 07/2022 | 01/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 01/2025 | Present |
I*2593265, Entity Type: Entity Charitable, Name of OBA: Literacy Coalition of Palm Beach, Address: Boynton Beach, Florida, 33426, Investment Related: N, Position, Title, Association: ["Board Member"], Employee State Date: 08/01/2025, No Hours: 5 Monthly, No Hours during Trading: 5 Monthly, Duties: Board member Provides adult and children's literacy programs in Palm Beach County to help the community grow their literacy skills. They offer countywide programs from Jupiter to Boca Raton to Belle Glade providing literacy skills to children, adults, and families. They also share information, tips, and ideas for children, adults, families and teachers to promote and achieve literacy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-22 |
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