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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2012-12-18 |
| TX | RA | APPROVED_RES | 2012-02-10 |
| FL | RA | APPROVED | 2007-01-29 |
Branch Locations
8840 Sw 136Th St, Miami, FL 33176 • United States
8840 Sw 136Th St Pbig - Florida Pwm Falls, Miami, FL 33176 • United States
Palmetto Bay, FL • United States
1 disclosure category 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 | Miami | FL | 11/2006 | Present |
| Bank Of America, N.A. | Miami | FL | 05/2011 | Present |
I*1516287 For profit or not for profit: Name of outside business organization: Kendall United Methodist Church Investment related: N Address of business: Nature of business: Position, title, association: Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: The role is a member of the Committee of Finance for Kendall United Methodist Church. We would help oversee certain elements of the annual budget which are set by the Budget Committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-25 |
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