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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-17 |
| FL | RA | APPROVED | 2022-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Naples | FL | 03/2011 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 09/2022 | Present |
| Unemployed | Naples | FL | 08/2021 | 09/2022 |
Name of outside business organization: Emerson Properties LLC Investment related: No Address of business: Naples, Florida Nature of business: LLC, Compensation for Activity: Y Position, title, association: Other, Member Start date of relationship: 5/1/2018 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Emerson Properties is an LLC that was created solely for the acquisition of a residential property. My husband and I purchased a residential property that we plan to use for rental purposes, and created an LLC to hold the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-03 |
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