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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-01 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
22 Bull St, Savannah, GA 31401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 01/2016 | Present |
| Suntrust Advisory Services | Atlanta | GA | 01/2016 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale, | FL | 09/2022 | Present |
I*1009358Entity Type, CharitableName of OBA: Junior Achievement of South FloridaAddress: Coconut Creek, FL 33066Investment Related: NoPosition, Title, Association: Committee, Board MemberEmployee Start Date: 09/21/2022No Hours: 10 hrs MthlyNo Hours during trading: 1 Hr mthlyDuties: Financial literacy for the youth of South Florida. Act in the capacity of a Executive Board Member. I*3194264 Entity Type: Entity Charitable Name of OBA: CAN Community Health Care Address: Tampa, Florida, 33602 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/24/2025 Number of Hours: 4, Monthly Number of Hours during trading: 1, Monthly Duties: CAN is an organization that is committed to creating an inclusive environment that treats all individuals with respect and dignity regardless of their health status. The organization aims to empower patients by providing knowledge and awareness, breaking down barriers, shattering stereotypes, and fostering a community united against stigma for all affected by infectious diseases. quarterly board meetings to be attended by video conference. Annual strategic planning meeting in person.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-09 |
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