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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-05-20 |
| FL | RA | APPROVED | 1996-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Merritt Island | FL | 06/1996 | Present |
| Bank Of America,Na | Merritt Island | FL | 11/2009 | Present |
I*: 2159276 Entity Type: Charitable Name of OBA: Chaine Space Coast Address: Cocoa Beach, FL 32931 Investment Related: No Position, Title, Association: Board member Employee Start Date: 02/22/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 1 hr mthly Duties: Board of Directors; assist with membership goals and governance of the organization
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 1996-08-28 |
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