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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-08-17 |
| FL | RA | APPROVED | 2015-09-22 |
Branch Locations
400 Broadway St Preferred Investment Sales, Chico, CA 95928 • United States
1025 W International Speedway Blvd Preferred Investment Sales, Daytona Beach, FL 32114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Port Orange | FL | 09/2015 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Port Orange | FL | 09/2015 | Present |
I*87121ENTITY TYPE: FOR-PROFIT ORGANIZATIONNAME: LAXNER PROPERTY MANAGEMENT, LLCINVESTMENT RELATED: NOADDRESS OF BUSINESS: DELAND, FLORIDA 32724POSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: 10/1/2015NUMBER OF HOURS DEVOTED: 5 HOURS MTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: PURPOSE OF THE ENTITY WAS ESTABLISHED FOR ACQUISITION OF RESIDENTIAL REAL ESTATE PROPERTIES. MY ROLE IS TO ACT AS A MANAGING MEMBERI*87122ENTITY TYPE: FOR-PROFIT ORGANIZATIONNAME: PRIME CHOICE HOMES, LLCINVESTMENT RELATED: NOADDRESS OF BUSINESS: DELAND, FLORIDA 32724POSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: 10/1/2015NUMBER OF HOURS DEVOTED: 5 HOURS MTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: PURPOSE OF THE ENTITY WAS ESTABLISHED FOR ACQUISITION OF RESIDENTIAL REAL ESTATE PROPERTIES FOR USE AS RENTAL INCOME. MY ROLE IS TO ACT AS A MANAGING MEMBER.I*101698ENTITY TYPE: RENTAL PROPERTYNAME: RENTAL PROPERTYINVESTMENT RELATED: NOADDRESS OF BUSINESS: EDGEWATER, FLORIDA 32132POSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: 10/1/2007NUMBER OF HOURS DEVOTED: 2 HOURS QTRLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: OWNER OF RENTAL PROPERTY OF SINGLE-FAMILY RESIDENTIAL HOME. NO ACTIVITY DURING SECURITIES TRADING HOURS. PASSIVE RENTAL INCOME. I*: 2838279Entity Type: CharitableName of OBA: St. Barnabas Episcopal SchoolAddress: Deland, FL 32720Investment Related: NoPosition, Title, Association: Committee, DirectorEmployee Start Date: 09/10/2025Number of Hours: 100 hrs annuallyNumber of Hours during trading: 0Duties: Parent Advisory Committee & Upward Basketball Director, Serve on Parental Advisory Committee Board for school events, including volunteer activities. Serve as League Director for Upwards Basketball youth league through school.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-23 |
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