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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-02-23 |
| FL | RA | APPROVED | 2004-03-22 |
Branch Locations
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 | Merritt Island | FL | 03/2004 | Present |
| Bank Ofamerica,Na | Viera | FL | 09/2009 | Present |
| Bank Of America, N.A. | Rockledge | FL | 07/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-20 |
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