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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-10 |
| TX | RA | APPROVED_RES | 2016-08-08 |
Branch Locations
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 | Palm Beach | FL | 08/2016 | Present |
| Bank Of America, N.A. | Palm Beach | FL | 08/2016 | Present |
I*417152, Entity Type: , Name of OBA: Philanthropy Tank, Address: Palm Beach Gardens, Florida, 33418, Investment Related: N, Position, Title, Association: Student Grant Review committee , Employee Start Date: 01/17/2018, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: Work with innovative young leaders for them to pursue non-profit ideas Fostering innovation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-01-08 |
| S65 | Uniform Investment Adviser Law Examination | 2007-12-26 |
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