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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1999-01-07 |
| FL | RA | APPROVED | 1996-09-12 |
Branch Locations
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410 • United States
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 | Palm Beach Gardens | FL | 07/1996 | Present |
| Bank Of America,Na | Palm Beach Gardens | FL | 12/2009 | Present |
I*2930296, Entity Type, Name of OBA: 1299 M LLC Address: Singer IslandFlorida33404 Investment Related: No Position, Title, Association: manager and the registered agent of the LLC Employee Start Date:11/01/2025 No Hours: 2 monthly No Hours during trading:0 Duties: Make sure property is rented and maintained, LLC for Rental Real Estate for family.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-18 |
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