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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-06-05 |
| FL | RA | APPROVED | 2009-10-23 |
Branch Locations
4705 S Apopka Vineland Rd, Orlando, FL 32819 • 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 | Orlando | FL | 10/2009 | Present |
| Bank Of America, N.A. | Orlando | FL | 05/2011 | Present |
I*492930, Entity Type: Fiduciary role Name of OBA: B Family Trust, Address: Hilton Head Island, South Carolina, 29928, Investment Related: No, Position, Title, Association: Trustee, Employee State Date: 12/11/2019, No Hours: 0.33 Monthly, No Hours during Trading: 0 Monthly, Duties: Trustee/Parents I*: 2981264 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO D. G B. IRA FBO D. G B. Address: Orlando, FL 32835 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/09/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 1 hr mthly Duties: Power of Attorney/ Parents I*4536270 Entity Type: Fiduciary role Name of OBA: J. C B. JR Address: Orlando, Florida, 32835 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/08/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Power of Attorney/Son
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-31 |
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