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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-04-17 |
| FL | RA | APPROVED | 2007-03-20 |
Branch Locations
601 Cleveland St, Clearwater, FL 33755 • United States
Oldsmar , FL • United States
26301 Us Highway 19 N, Clearwater, FL 33761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clearwater | FL | 11/2006 | Present |
| Bank Of America, N.A. | Clearwater | FL | 05/2011 | Present |
I*831242For profit or not for profit: Entity For ProfitName of outside business organization: A Simple ClosingInvestment related: NoAddress of business: Clearwater, Florida, 33761Nature of business: Limited Liability CompanyPosition, title, association: General Partner/Managing MemberStart date of relationship: 5/16/2022Number of hours devoted: 1 hour WeeklyNumber of hours devoted during trading hours: 0Duties: , The purpose of this business is to assist clients with their administrative needs and clerical needs on ongoing basis. I have no direct daily responsibility for this I*1215253For profit or not for profit: Entity For ProfitName of outside business organization: AK Boat RentalInvestment related: NoAddress of business: Oldsmar, Florida, 34677Nature of business: Limited Liability CompanyPosition, title, association: General Partner/Managing MemberStart date of relationship: 3/31/2023Number of hours devoted: 1 hour MonthlyNumber of hours devoted during trading hours: 0Duties: My wife as part of her company will be using a boat to conduct business. 50% owner I*: 2251263Entity Type: Rental Property Name of OBA: Rental Property 1Address: Tallahassee, FL 32303Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 3.25/2025Number of Hours: 2 hrs mthlyNumber of Hours during trading: 0Duties: Co-owner with other family members of rental property I*4318266, Entity Type: Entity For Profit, Name of OBA: Winkler Property Rentals LLC, Address: oldsmar , Florida, 34677, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 08/25/2023, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: manage the property ongoing, rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-16 |
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