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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-01-22 |
Branch Locations
9128 Strada Pl, Naples, FL 34108 • United States
22 Bull St, Savannah, GA 31401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Naples | FL | 01/2004 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 10/2009 | Present |
I*9096 For profit or not for profit: Name of outside business organization: Newcastle Condo Investment related: Address of business: Naples, Florida 34104 Nature of business: , Position, title, association: , Start date of relationship: 2/1/2020 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-26 |
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