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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-25 |
| TX | RA | APPROVED | 2023-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | NJ | 08/2015 | 08/2017 |
| Bank Of America, N.A. | Wayne | NJ | 08/2015 | 08/2017 |
| Jp Morgan Securities Llc | Montclair | NJ | 08/2017 | 11/2019 |
| Jp Morgan Securities Llc | Naples | FL | 11/2019 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 07/2023 | Present |
| Bank Of America, N.A. | Naples | FL | 07/2023 | Present |
I*4242269, Entity Type: Non profit charitable organization , Name of OBA: Pelican Bay Women's League, Address: NAples, Florida, 34108, Investment Related: N, Position, Title, Association: board member, Employee Start Date: 06/01/2026, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: My role as a board member is limited to governance, strategic planning and community engagement activities. Non profit charitable organization established to support local philanthropic initiatives and community welfare programs. The organization raises funds and provides volunteer support for range of charitable causes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-10 |
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