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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-03 |
Branch Locations
101 E Kennedy Blvd, Tampa, FL 33602 • United States
22 Bull St, Savannah, GA 31401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 01/2008 | Present |
I*1168260 For profit or not for profit: Entity Charitable Name of outside business organization: Meals on Wheels of Tampa Investment related: N Address of business: Tampa, Florida, 33603 Nature of business: ["Private Foundation"] Position, title, association: ["Board Member"], Start date of relationship: 2/10/2023 Number of hours devoted: 40 hour(s) Yearly Number of hours devoted during trading hours: 2 Duties: , Meals on Wheels operates in virtually every community in America to address senior hunger and isolation. Requesting serving on the Board for Tampa Bay. I*949251 For profit or not for profit: Name of outside business organization: Angela Fernandez Real Estate License Investment related: N Address of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Real Estate License is inactive, not currently being used, and is being held for personal use only. I*1184369 For profit or not for profit: Entity Charitable Name of outside business organization: Friends of Caritas Cuba Investment related: N Address of business: Cambridge, Massachusetts, 02140 Nature of business: ["Charitable Organization"] Position, title, association: ["Committee"], [["Fundraising committee"]] Start date of relationship: 3/31/2023 Number of hours devoted: 20 hour(s) Yearly Number of hours devoted during trading hours: 5 Duties: , Supporting the Humanitarian and social services of Caritas de Cuba / Committee Member. Responsibilities to assist with coordinating fundraisers, social services and humanitarian support to assist with the poverty in Cuba with meals and shelter
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-13 |
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