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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-11-29 |
| FL | RA | APPROVED | 2007-11-19 |
Branch Locations
101 E Kennedy Blvd, Tampa, FL 33602 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 11/2007 | Present |
| Bank Of America, N.A. | Tampa | FL | 05/2011 | Present |
I*114474 For profit or not for profit: For-Profit Organization Name of outside business organization: ELON REIT LLC Address of business: TAMPA, Florida 33618 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 11/15/2017 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-09 |
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