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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-26 |
| FL | RA | APPROVED | 2009-10-23 |
Branch Locations
9128 Strada Pl, Naples, FL 34108 • 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Naples | FL | 10/1999 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 10/2009 | Present |
| Bank Of America, N.A. | Naples | FL | 04/2011 | Present |
NAME OF BUSINESS:K&J PROPERTIES OF FLORIDA.- SAND DOLLAR1 AND SAND DOLLAR II OF MARCO INVESTMENTS, LLC, 229 N. COLLIER BLVD., MARCO ISLAND, FL 34145, 239-389-0700, START DATE 10/08/2001-SHE IS A MEMBER OF THE LLC WHICH IT'S PURPOSE IS TO HOLD OWNERSHIP OF COMMERCIAL REAL ESTATE PROPERTY. HER SPOUSE, CHRISTOPHER ROCHE, HAS A LAW PRACTICE AT THIS PROPERTY. HE PRACTICES IN REAL ESTATE LAW. HE IS THE MANAGER AND MEMBER OF THE LLC. IT IS FOR PROFIT AND INVESTMENT RELATED IN THE REAL ESTATE. THERE IS NO INVOLVEMENT WITH ANY B OF A CLIENTS ON THE LLC BOARD OR IN THE REAL ESTATE INVESTMENTS. SHE DEVOTES NO TIME TO THIS LLC. HER TITLE IS MEMBER. EDUCATION FOUNDATION AND EDUCATION FOUNDATION TAKE STOCK- 2590 GOLDENGATE NAPLES FL 34105-09/01/05-- CHARITABLE. I WILL BE ON THE BOARD OF DIRECTORS. NON PROFIT - TAKE STOCK IS A PROGRAM PROVIDED BY EDUCATION FOUNDATION. MENTOR FOR STUDENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-11 |
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