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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-11-14 |
| TX | RA | APPROVED | 2019-11-07 |
Branch Locations
1100 Canal St, The Villages, FL 32162 • United States
Ocala, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Ocala | FL | 03/2016 | 10/2016 |
| Pnc Bank | Ocala | FL | 10/2016 | 12/2018 |
| Pnc Investments | Pittsburgh | PA | 04/2018 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Villages | FL | 10/2019 | Present |
I*4646271 Entity Type: N/A Name of OBA: Vanguard Boys Basketball Boosters Address: Ocala, Florida, 34475 Investment Related: No Position, Title, Association: N/A Employee Start Date: 06/15/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0, Weekly Duties: Booster club president Fundraising, volunteering
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-17 |
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