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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-07 |
Branch Locations
22 Bull St, Savannah, GA 31401 • United States
300 S Orange Ave, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 01/2009 | Present |
I*2061264, Entity Type Entity For Profit, Name of OBA: Yarnfrog LLC Address: OrlandoFlorida32828 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 10/26/2024 No Hours: 12 yearly No Hours during trading: 0 Duties: The business is for my daughter. She creates stuffed animals, small clothing items and crotchet items. She will be periodically selling her items at our neighborhood town square (Avalon Park) during the holiday season through a pop-up booth. The neighborhood of Avalon Park requires the business to be registered with the state and must have an EIN. My responsibility is to support her by setting up and helping manage her business and payments. I*2204274, Entity Type: Entity Charitable, Name of OBA: Fellowship Foundation Inc, Address: Baltimore, Maryland, 21297, Investment Related: N, Position, Title, Association: Committee, Other, Employee State Date: 02/24/2025, No Hours: 8 Yearly, No Hours during Trading: 0 Yearly, Duties: Committee member for The Wally Armstrong PGA CFL organization within the Fellowship Foundation. This includes assisting with fundraising and sending donation letters (annually or as needed). No handling of money or receiving donations. All donations are sent electronically or mailed to the headquarters through a PO Box. There will be access to the donor list and viewing only status for financial statements (donor giving records, historical data, etc.). Will also assist the ministry partner in prayer and planning for ministry activities (golf related, youth programs,etc.)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-05 |
| S65 | Uniform Investment Adviser Law Examination | 2007-12-26 |
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