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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-10 |
| FL | RA | APPROVED | 2009-10-23 |
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 | Boca Raton | FL | 10/2009 | Present |
| Bank Of America, N.A. | Boca Raton | FL | 04/2011 | Present |
I*: 3100268 Entity Type: For Profit Name of OBA:MARI-MANI, LLC Address: Delray Beach FL 33446 Investment Related: No Position, Title, Association: Owner Start Date:10/31/2025 No Hours: 1 hr Yearly No Hours during trading: 0 Duties: buying property I*: 3020267 Entity Type: For Profit Name of OBA: Mari-Mani LLC Address: Delray Beach, FL33446 Investment Related: No Position, Title, Association: Officer Employee Start Date: 10/01/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 2 hrs mthly Duties: I am the member of the LLC and will be buying the property through the LLC. I*3827270 Entity Type: Fiduciary role Name of OBA: MR J. D T. TTEE MRS M. T. TTEE U/A DTD 05/27/2023 Address: Delray Beach, Florida, 33446 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 02/24/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Co-Trustee/Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-12 |
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