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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-03 |
| TX | RA | APPROVED_RES | 2019-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A | Fort Lauderdale | FL | 08/2016 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Worth | FL | 12/2018 | Present |
| Bank Of America, N.A. | Lake Worth | FL | 12/2018 | Present |
| West Marine | Ft Lauderdale | FL | 08/2018 | Present |
I*1226345For profit or not for profit: Entity For Profit Name of outside business organization: C&R HoldingsInvestment related: NAddress of business: Lake Worth, Florida, 33467Nature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 4/17/2023Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 0Duties: , Online sales of retail items. Night and weekend work only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-21 |
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