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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-25 |
| TN | RA | APPROVED | 2007-09-11 |
| FL | RA | APPROVED | 2006-01-06 |
Branch Locations
300 S Orange Ave Division - Southeast, Orlando, FL 32801 • United States
Winter Park, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St Petersburg | FL | 08/2001 | Present |
I*78366FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ORLANDO ECONOMIC DEVELOPMENT COMMISSIONINVESTMENT RELATED: NADDRESS OF BUSINESS:ORLANDO, FLORIDA 32801NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 1/1/2015NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: BOARD MEMBERSHIP ON THE ORLANDO ECONOMIC DEVELOPMENT COMMISSION AS A DIRECT RESULT OF BECOMING THE ORLANDO MARKET PRESIDENT FOR BANK OF AMERICA. I*3686267 Entity Type: N/A Name of OBA: S S & K A JTWROS Address: Winter Park, Florida, 32789 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/20/2026 Number of Hours: 0.5, Monthly Number of Hours during trading: 0, Monthly Duties: Spouse, In-Laws
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-02 |
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