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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2000-02-16 |
| FL | RA | APPROVED | 1997-07-10 |
Branch Locations
2400 N Commerce Pkwy, Weston, FL 33326 • United States
Weston, 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 | Coral Springs | FL | 05/1997 | Present |
| Bank Of America, Na | Coral Springs | FL | 09/2009 | Present |
I*1900265 Entity Type, Name of OBA: Helling Circle 204 LLC Address: WestonFlorida33327 Investment Related: No Position, Title, Association: Owner Employee Start Date: 08/30/2024 No Hours: 3 No Hours during trading: 0 Duties: This is a condo my wife and I are buying and will also be renting it out. We were advised to open an LLC and own the condo in this LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-10 |
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