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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-20 |
| TX | RA | APPROVED_RES | 2025-05-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 05/2019 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 05/2025 | Present |
| Bank Of America, N.A. | Boca Raton | LA | 06/2025 | Present |
| David Lerner Associates | Syosset | NY | 10/2000 | 05/2019 |
RENTAL PROPERTY, INVT RELATED, KISSIMMEE, FL, 100% OWNERSHIP WITH SPOUSE, START DATE 10/20/2020, 5 HRS PER MONTH, 0 HRS DURING TRADING, OWNER I*: 2510299 Entity Type: For Profit Name of OBA: Melville Delray Realty Address: Boca Raton, FL 33496 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 09/04/2023 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: To own real estate as a rental property. Currently there is no rental property. I*: 2591302 Entity Type: Fiduciary role Name of OBA: C. & J. N. JT REV TRUST Address: Boca Raton, Florida, 33496 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/02/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Co-Trustee for Self, Child/Grandchild, Spouse I*: 2593276 Entity Type: Fiduciary role Name of OBA: C.& J. N. JT REV TRUST Address: Boca Raton, Florida, 33496 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/02/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Co-Trustee for Self, Child/Grandchild, Spouse I*4900267, Entity Type: Entity For Profit, Name of OBA: [Redacted], Gainesville, FL 32608, Address: Gainesville, Florida, 32608, Investment Related: N, Position, Title, Association: ["General Partner/Managing Member"], Employee Start Date: 06/01/2028, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: I will be the owner of the property. My wife will be the material participant of the property. The unit will be used as a Short Term Rental property. I*4877271, Entity Type Entity For Profit, Name of OBA: [Redacted] Gainesville, Florida, 32608 Address: Gainesville Florida 32608 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 06/01/2028 No Hours: 4 monthly No Hours during trading:0 Duties:My LLC will be the owner of the LLC. My spouse will be the material participant.The condo will be used as a Short Term Rental unit.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-08 |
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