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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-14 |
| FL | RA | APPROVED | 2009-10-23 |
| IN | RA | APPROVED | 2009-10-23 |
| MD | RA | APPROVED | 2009-10-23 |
Branch Locations
9231 Cortez Blvd, Weeki Wachee, FL 34613 • United States
Brooksville, 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 | Weeki Wachee | FL | 10/2009 | Present |
| Bank Of America, Na | Weeki Wachee | FL | 01/2010 | Present |
I*1225301 Entity Type: For Profit Name of outside business organization: Bonus Space Investment related: No Address of business: Brooksville, Florida, 34601 Position, title, association: Owner Start date of relationship: 4/17/2023 Number of hours devoted: 3 hours Weekly Number of hours devoted during trading hours: 0 Duties: Buy self-storage commercial real-estate to collect rent. I*4958269 Entity Type: Charitable Name of OBA: Community Food Bank Address: Homassasa, Florida, 34464 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/28/2026 Number of Hours: 3, Monthly Number of Hours during trading: 2, Monthly Duties: To help the Food Bank execute their mission to feed the food insecure.' Board of Director
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-28 |
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