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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-07-16 |
| FL | RA | APPROVED | 2008-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plantation | FL | 11/2008 | Present |
| Bank Of America, N.A. | Plantation | FL | 02/2013 | Present |
I*2674299, Entity Type: For Profit, Name of OBA: Makler Enterprises LLC, Address: Lighthouse Point, Florida, 33064, Investment Related: Y, Position, Title, Association: General Partner/Managing Member, Employee State Date: 09/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Signing documents on behalf of the company, managing assets. The LLC will be family owned and operated. LLC is being created for the purpose of the family legal and estate protection. Will be managed by me and my husband M M. The LLC might be investing in securities and real estate. I*3678281 Entity Type: Fiduciary role Name of OBA: C M Liv Tr M M & C M co-truste Address: Delray Beach, Florida, 33446 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 01/29/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/Spouse, In-Laws I*4509297 Entity Type: Fiduciary role Name of OBA: M. S M. TTEE S. D. TTEE U/A DTD 05/09/2025 Address: Lighthouse Point, Florida, 33064 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/28/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Co-Trustee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-21 |
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