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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-01-11 |
| FL | RA | APPROVED | 1998-12-21 |
Branch Locations
1276 Metropolitan Blvd, Tallahassee, FL 32312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tallahassee | FL | 06/1998 | Present |
| Bank Of America,Na | Tallahassee | FL | 11/2009 | Present |
I*: 1804400Entity Type: Rental Property Name of OBA: Rental Property 1Address: Tallahassee, FLInvestment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 06/01/2024Number of Hours: 5 hrs annuallyNumber of Hours during trading: 0 Duties:I*: 2066359Entity Type: Rental Property Name of OBA: Rental Property 2Address: Tallahassee, FLInvestment Related: NoPosition, Title, Association: General Partner/Managing Member, OwnerEmployee Start Date: 01-Nov-2024Number of Hours: 2 hrs annuallyNumber of Hours during trading: o Duties: Rental Property - landlord duties I*3510287 Entity Type: Entity For Profit Name of OBA: Webbonaut Holdings LLC Address: Tallahassee, Florida, 32312 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 10/24/2024 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: The purpose is holding rental real estate to limit my personal liability. I have passive ownership and no real responsibilities other than to fix items that break, pay property taxes, and homeowners insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-23 |
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