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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-13 |
| FL | RA | APPROVED | 2017-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Advisory Services, Inc. | Vero Beach | FL | 11/2015 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vero Beach | FL | 02/2017 | Present |
| Bank Of America, N.A. | Vero Beach | FL | 03/2018 | Present |
I*120518For profit or not for profit: For-Profit OrganizationName of outside business organization: Cobalt Boats/ Marquee EntertainmentInvestment related: NAddress of business:Miami, Florida 33169Nature of business: Other,photo shoot with familyPosition, title, association: Other, ActorStart date of relationship: 2/21/2019Number of hours devoted: 10 hour(s) AnnuallyNumber of hours devoted during trading hours: 8Duties: This is just a day commercial/ print shoot for Cobalt Boats with myself and my kidsI*1686425, Entity Type: Entity Charitable, Name of OBA: B R Foundation LLC, Address: ft pierce, fl, 34949, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 02/03/2024, No Hours: 24 Yearly, No Hours during Trading: 0 Yearly, Duties: Order bag contents and deliver them 2x a year, To brighten pediatric cancer patients day with necessities and fun extras for their hospital stayI*493631, Entity Type: , Name of OBA: M Family Trust dtd Feb 18,2020, Address: Miami, Florida, 33168, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 02/18/2020, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4500276 Entity Type: Entity For Profit Name of OBA: Grit, Grind, and God's Grace Address: Ft Pierce, Florida, 34949 Investment Related: No Position, Title, Association: Other Employee Start Date: 04/28/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: I wrote a memoir and it is being published benefiting my sons foundation none
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-23 |
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