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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2001-02-09 |
| FL | RA | APPROVED | 1999-09-14 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clearwater | FL | 07/1999 | Present |
| Bank Of America, N.A. | Clearwater | FL | 12/2009 | Present |
I*3286277 Entity Type: Charitable Name of OBA: Journey Church Address: Tampa, FL 33626 Investment Related: No Position, Title, Association: Committee Employee Start Date: 01/01/2026 Number of Hours: 12, Yearly Number of Hours during trading: 0 Duties: This organization is a non-denominational church Approve strategic plans, budgets, and the pastor's salary. Review financials for adherence to budget. The role does not have any individual authority to enact or veto any financial or investment decisions. All decisions are decided by committee vote .This role will not include any treasury related activities or responsibilities. The role will NOT be involved in participation in any financial account transactions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-30 |
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