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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-07-12 |
| FL | RA | APPROVED | 2009-10-23 |
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 | Naples | FL | 10/2009 | Present |
| Bank Of America, Na | Naples | FL | 12/2009 | Present |
I*81082FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CORBIN COLLECTIONS, LLCINVESTMENT RELATED: NOADDRESS OF BUSINESS: NAPLES, FLORIDA 34119POSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: 4/20/2015NUMBER OF HOURS DEVOTED: 1 HOUR MTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THE PURPOSE OF THE ENTITY IS TO COLLECT MONTHLY RENAL INCOME FROM EITHER OR BOTH OF THE TWP BOAT DOCKS WE OWN, PAY ALLOCIATION DUES AND ANY EXPENSES ASSOCIATED WITH MAINTENANCE, AND PROVIDE A DEGREE OF LIABILITY PROTECTION.I*93689FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CRABTREE MANAGEMENT INC.INVESTMENT RELATED: NOADDRESS OF BUSINESS: NAPLES, FLORIDA 34119POSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: 5/10/2016NUMBER OF HOURS DEVOTED: 500 HOURS ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THIS ENTITY CAN BUY OR SELL REAL ESTATE.I*8236Entity Type: Rental Property Name of outside business organization: Grider Family Farms, LLCInvestment related: NoAddress of business: Naples, Florida 34119Position, title, association: Co-owner with other family membersStart date of relationship: 1/1/2019Number of hours devoted: 1 hr mthlyNumber of hours devoted during trading hours: 0Duties: Co- Owner rental propertyI*: 2930347Entity Type: Fiduciary roleName of OBA: C. G. Address: Burkesville, KY 42717Investment Related: NoPosition, Title, Association: Power of Attorney Employee Start Date: 12/11/2025Number of Hours: 1 hr annuallyNumber of Hours during trading: 1 hr annually Duties: Power of Attorney / Child/GrandchildI*: 2930348Entity Type: Fiduciary roleName of OBA: M. S.Address: Naples, FL 34109Investment Related: NoPosition, Title, Association: Power of Attorney Employee Start Date: 12/11/2025Number of Hours: 1 hr annuallyNumber of Hours during trading: 1 hr annually Duties: Power of Attorney/ Child/Grandchild I*3386268 Entity Type: N/A Name of OBA: C A G TOD BENEFICIARIES ON FILE Address: Naples, Florida, 34119 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/01/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Child/Grandchild I*3386269 Entity Type: N/A Name of OBA: MLPF& S CUST FPO C A G IRA FBO C A Address: Naples, Florida, 34119 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/01/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Child/Grandchild I*3383270 Entity Type: N/A Name of OBA: M C S TTEE U/A DTD 04/06/2000 BY M C Address: Naples, Florida, 34119 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/01/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-17 |
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