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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 10/2011 | Present |
Name of the other businessSunFest of Palm Beach County, Inc. Whether the business is investment-relatedNo Address of the other businessWest Palm Beach, FL Nature of the other businessCharitable Organization, 501(c)3 Your positionDirector Title, or relationship with the other businessExecutive Committee Member (At Large) Start date of your relationship04/19/2023 Approximate number of hours/month you devote to the other business10 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessResponsibilities include providing organizational and strategic direction, setting culture, growing organization, assisting President and serving on various committees / work groups Name of the other businessWest Palm 100, Inc. Whether the business is investment-relatedNo Address of the other businessWest Palm Beach, FL Nature of the other businessCharitable Organization, 501(c)3 Your positionDirector Title, or relationship with the other businessVice President Start date of your relationship01/03/2018 Approximate number of hours/month you devote to the other business20 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI am part of the decision making process to plan, schedule and organize social, service and community events with the other board chairs and committee members. Name of the other businessLiv's Lunches, Inc. Whether the business is investment-relatedNo Address of the other businessWest Palm Beach, FL Nature of the other businessCharitable Organization, 501(c)3 Your positionDirector Title, or relationship with the other businessVice President Start date of your relationship09/15/2022 Approximate number of hours/month you devote to the other business10-20 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessProvide guidance and direction for the organization, participate in activities to help feed the homeless within our community
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-05 |
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