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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-09-20 |
| FL | RA | APPROVED | 2005-09-01 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • 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 | Fort Lauderdale | FL | 08/2005 | Present |
| Bank Of America,Na | Fort Lauderdale | FL | 11/2009 | Present |
I*: 463975Entity Type: Entity CharitableName of OBA: Saint Andrew's SchoolAddress: Boca Raton, FLInvestment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 09/17/2024Number of Hours: 3 hrs monthlyNumber of Hours during trading: 3 hrs monthlyDuties: Saint Andrews Physical Plant Committee - Committee Member - Board of Trustee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-18 |
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