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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-17 |
| TX | RA | APPROVED_RES | 2013-02-06 |
| VI | RA | APPROVED | 2012-04-02 |
| FL | RA | APPROVED | 2008-12-22 |
Branch Locations
200 S Biscayne Blvd Pbig - Florida Pwm, Miami, FL 33131 • United States
Coconut Grove, FL • United States
3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 06/1999 | Present |
I*109421 For profit or not for profit: Non-Profit Organization Name of outside business organization: Florida Foster Care Review Investment related: N Address of business: Miami, Florida 33131 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 9/27/2017 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Board member of FFCR I*109422 For profit or not for profit: Non-Profit Organization Name of outside business organization: United Way Investment related: N Address of business: Miami, Florida 33129 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 10/6/2017 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Tocqueville Committee Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-02 |
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