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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2001-04-27 |
| FL | RA | APPROVED | 1998-05-11 |
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 | Orlando | FL | 02/1998 | Present |
| Bank Of America,Na | Orlando | FL | 12/2009 | Present |
I*107438 For profit or not for profit: Non-Profit Organization Name of outside business organization: Give Hope Foundation Investment related: N Address of business: Longwood, Florida 32779 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 7/20/2017 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Event Committee I*: 2155273 Entity Type: Charitable Name of OBA: Bishop Moore Catholic High School Address: Orlando, FL 32804 Investment Related: No Position, Title, Association: Coach Employee Start Date: 01/13/2025 Number of Hours: 10 hrs wkly Number of Hours during trading: 0 Duties: High School Flag Football Coach
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-13 |
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