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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-08-17 |
| FL | RA | APPROVED | 2014-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ormond Beach | FL | 06/2014 | Present |
| Bank Of America N.A. | Ormond Beach | FL | 06/2014 | Present |
I*72862 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: AMERICAN HEART ASSOCIATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: DALLAS, TEXAS 75231 NATURE OF BUSINESS: OTHER,I WORK FOR MYSELF POSITION, TITLE, ASSOCIATION: I WORK FOR MYSELF, NOT THE AMERICAN HEART ASSOCIAT START DATE OF RELATIONSHIP: 10/01/2007 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I HAVE BEEN A CPR INSTRUCTOR SINCE 2007. THIS IS NOT INVESTMENT RELATED NOR IS THERE EVER ANY DISCUSSION OF/ABOUT INVESTMENTS. EVERY MONTH I DEDICATE APPROXIMATELY 1-4 HOURS, SOMETIMES NONE. THIS IS DONE ONLY ON SUNDAYS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-08 |
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