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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-04-09 |
| FL | RA | APPROVED | 2005-09-07 |
| TX | RA | APPROVED_RES | 2005-09-06 |
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 | Clearwater | FL | 08/2005 | Present |
| Bank Of America, N.A. | Clearwater | FL | 09/2009 | Present |
I*65185 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PELICAN PROPERTIES AND INVESTMENTS, LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: TAMPA, FLORIDA 33626 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 6/1/2012 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS LLC WAS FORMED AT THE RECOMMENDATION OF MY CPA TO COLLECT THE ALREADY DISCLOSED RENTAL INCOME AND HANDLE PROPERTY MANAGEMENT EXPENSES I*33157 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: TARPON SPRINGS, FLORIDA 33760 NATURE OF BUSINESS: OTHER,I HAVE PROPERTY, THE RENT GOES TO MY LLC POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 10/3/2005 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OTHER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-14 |
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