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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-05-10 |
| PA | RA | APPROVED | 2011-07-19 |
| TX | RA | APPROVED | 2011-07-19 |
Branch Locations
400 S Rampart Blvd Mlwm Executive Osj, Las Vegas, NV 89145 • United States
6311 Atrium Dr, Lakewood Ranch, FL 34202 • United States
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 | Lakewood Ranch | FL | 07/2011 | Present |
| Bank Of America, N.A. | Lakewood Ranch | FL | 09/2011 | Present |
I*3625271, Entity Type: Entity Charitable, Name of OBA: Take Stock In Children Manatee, Address: Palmetto, Florida, 34221, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 02/01/2026, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: Provide general oversight and guidance to the organization as well as mentoring 1-2 students in the program, Provide mentorship and support for underprivileged high school students to help them obain a college education
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-04 |
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