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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-23 |
| FL | RA | APPROVED | 2010-02-10 |
Branch Locations
900 S Us Highway 1, Jupiter, FL 33477 • United States
Hobe Sound, FL • 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 | Jupiter | FL | 01/2010 | Present |
| Bank Of America, N.A. | Jupiter | FL | 05/2010 | Present |
1.FOR PROFIT OR NOT FOR PROFIT: FOR PROFIT 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: 1124 RENTAL 3.INVESTMENT RELATED: (YES OR NO) NO 4.ADDRESS OF BUSINESS: STUART, FLORIDA 34997 5.NATURE OF BUSINESS: SOLE PROPRIETORSHIP 6.YOUR POSITION, TITLE, ASSOCIATION: OWNER 7.START DATE OF RELATIONSHIP: 08/01/2012 8.NUMBER OF HOURS DEVOTED PER MONTH: 0 9.NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 10.YOUR DUTIES: RENTAL PROPERTY. I*126654 For profit or not for profit: Non-Profit Organization Name of outside business organization: Operation 300 Investment related: N Address of business: Port Salerno, Florida 34992 Nature of business: Charitable Organization, Position, title, association: Participant, Start date of relationship: 9/20/2019 Number of hours devoted: 50 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Fundraising and assistance for their Bahama relief project
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-04 |
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