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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-28 |
| TX | RA | APPROVED_RES | 2009-07-16 |
| CA | RA | APPROVED | 2004-11-10 |
Branch Locations
2301 Rosecrans Ave, El Segundo, CA 90245 • United States
Atlantic Beach, FL • United States
824 A1A N, Ponte Vedra Beach, FL 32082 • United States
2 disclosure categories 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 | Century City | CA | 07/2004 | Present |
| Bank Of America, N.A. | Century City | CA | 09/2009 | Present |
I*1815335, Entity Type: Entity Charitable, Name of OBA: Gator Boosters Inc., Address: Gainesville, FL, 32604, Investment Related: No, Position, Title, Association: Board Member, Employee Start Date: 07/01/2024, No Hours: 20hrs/Mo. No Hours during trading: 0, Duties: Entity is the fundraising arm for the University of Florida Athletic Association; I will serve on the Board of Directors in a non-financial role. I*3328267, Entity Type: , Name of OBA: J K ET AL TTEE U/A DTD 03/07/2018 BY J K , Address: Atlantic Beach, Florida, 32233, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 12/19/2025, No Hours: 12 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-09 |
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