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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-12-03 |
| FL | RA | APPROVED | 2008-10-17 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Fort Lauderdale | FL | 06/2008 | Present |
| Bank Of America,N.A. | Fort Lauderdale | FL | 06/2011 | Present |
I* 1796296For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: noAddress of business: Hollywood, FL, 33021Nature of business: Position, title, association: Co-owner with other family membersStart date of relationship: 06/01/2018Number of hours devoted: 5 yearlyNumber of hours devoted during trading hours: 0Duties: I*1919292 Entity Charitable Name of OBA: Hollywood Rotary Foundation Address: Hollywood, Florida, 33022 Investment Related: No Position, Title, Association: Committee Employee Start Date: 07/29/2024 No Hours: 2 No Hours during trading: 0 Duties: Provide counsel to the Foundation's finance committee's co-chairs on the foundation's investments. I will not have "access to funds". This is solely an advisory role. I*2183271, Entity Type: , Name of OBA: E B, Address: Houston , Texas, 77020, Investment Related: N, Position, Title, Association: Conservator, Employee State Date: 01-Jun-2025, No Hours: 240 Yearly, No Hours during Trading: 2 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-11 |
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