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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-27 |
| FL | RA | APPROVED | 2015-02-05 |
Branch Locations
13250 University Center Blvd, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cape Coral | FL | 01/2015 | Present |
| Bank Of America, N.A. | Cape Coral | FL | 01/2015 | Present |
I*86380 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: CAPE CORAL, FLORIDA 33990 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/1/2015 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN RENTAL PROPERTY I*: 2001303 Entity Type: Entity Charitable Name of OBA: FAMILY RESOURCE CENTER OF SOUTHWEST FLORIDA, INC Address: Fort Myers, FL Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/11/2024 Number of Hours: 2 hrs mthly Number of Hours during trading: 2 hrs mthly Duties: I will be a board member in charge of organization of the business operations, planning for and executing on future growth. I*5075269, Entity Type: Entity For Profit, Name of OBA: Gulf Coast Thriller LLC, Address: Cape Coral, Florida, 33904, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 10/01/2026, No Hours: 5 Weekly, No Hours during Trading: 1 Weekly, Duties: Manage business, Scenic Boat Tour
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-14 |
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