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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-08-15 |
| FL | RA | APPROVED | 2011-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gainesville | FL | 10/2011 | Present |
| Bank Of America, N.A. | Gainesville | FL | 01/2012 | Present |
I*2674276 Entity Type: Charitable Name of OBA: Santa Fe College International Center Address: Gainesville Florida Investment Related: No Position, Title, Association: Board Member Start Date:09/29/2025 No Hours: 8 Yearly No Hours during trading: 4 Yearly Duties: Supporting Santa Fe College's internationalization goals by assisting with international student recruitment/enrollment, scholarship opportunities for study abroad participants and international students, post-graduation employment search, and raising public awareness of the local benefits of internationalization. Collaborating with other interested members of the Gainesville professional community in providing support and guidance to help Santa Fe College better-understand how they can foster and benefit from their international presence. I*3599282 Entity Type: Charitable Name of OBA: Young Life Gainesville Address: Gainesville, Florida, 32604 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/10/2026 Number of Hours: 12, Yearly Number of Hours during trading: 4, Yearly Duties: Young Life's mission is to introduce adolescents to God and help them grow in their faith by building relationships, sharing the Gospel in relatable ways, and providing experiences where kids feel seen and valued, regardless of their background or choices. Supporting, directing, and resourcing Young Life's ministry in the local community by helping set the strategy and long-term direction of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-11 |
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