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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Tampa | FL | 06/1997 | 02/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 10/2009 | 02/2025 |
| Raymond James & Associates | Saint Petersburg | FL | 02/2025 | 03/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 03/2026 | Present |
I*4322271, Entity Type Entity Charitable, Name of OBA: The Parallel Foundation, Inc Address: TampaFlorida33606 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 04/06/2026 No Hours: 30 Yearly No Hours during trading: 25 Yearly Duties:Acting as board of director for the organization Private Foundation - grant making organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-10 |
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