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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2000-02-09 |
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 | Weston | FL | 12/1999 | Present |
| Bank Of America, N.A. | Weston | FL | 11/2009 | Present |
I*3301271Entity Type: N/AName of OBA: J BAddress: miami, Florida, 33180Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 12/18/2025Number of Hours: 5, YearlyNumber of Hours during trading: 0, YearlyDuties: SiblingsI*3301272Entity Type: N/AName of OBA: J BAddress: Miami, Florida, 33180Investment Related: NoPosition, Title, Association: AdministratorEmployee Start Date: 12/18/2025Number of Hours: 5, YearlyNumber of Hours during trading: 0, YearlyDuties: Siblings I*4497297 Entity Type: N/A Name of OBA: E B Address: aventura, Florida, 33180 Investment Related: No Position, Title, Association: Executor Employee Start Date: 04/23/2026 Number of Hours: 2, Weekly Number of Hours during trading: 2, Weekly Duties: Parents I*4500275 Entity Type: N/A Name of OBA: e b Address: Miami, Florida, 33180 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/23/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-08 |
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