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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-07-06 |
| FL | RA | APPROVED | 2004-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bradenton | FL | 03/2004 | Present |
| Bank Of America, N.A. | Bradenton | FL | 05/2011 | Present |
I*115997 For profit or not for profit: Non-Profit Organization Name of outside business organization: Bradenton Christian School Investment related: N Address of business: Bradenton, Florida 34209 Nature of business: Charitable Organization, Position, title, association: Part-Time, Start date of relationship: 8/15/2018 Number of hours devoted: 40 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Coaching the Varsity Girls Soccer Team for Bradenton Christian School
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-08 |
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