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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-11-13 |
| FL | RA | APPROVED | 2013-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 03/2013 | Present |
| Bank Of America, N.A. | Winter Park | FL | 08/2013 | Present |
I*962253 Entity Type: Rental Property Name of outside business organization: Rental Property 1 Investment related: No Address of business: Sanford, Florida, 32771 Position, title, association: Sole owner Start date of relationship: 10/19/2019 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: Owner of rental property I*: 2434310 Entity Type: Charitable Name of OBA: University of Central Florida Address: Orlando, FL 32816 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/01/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 2 hrs mthly Duties: Serve in an advisory capacity along peers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-14 |
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