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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-04-11 |
| FL | RA | APPROVED | 2016-03-09 |
Branch Locations
4705 S Apopka Vineland Rd, Orlando, FL 32819 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 02/2016 | Present |
| Bank Of America, N.A. | Winter Park | FL | 03/2016 | Present |
I*93880FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: TRINITY PREPARATORY SCHOOL ALUMNI ADVISORY BOARDINVESTMENT RELATED: NADDRESS OF BUSINESS:WINTER PARK, FLORIDA 32792NATURE OF BUSINESS: OTHER, NON- PROFIT SCHOOL BOARDPOSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 5/10/2016NUMBER OF HOURS DEVOTED: 30 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THE PURPOSE OF THIS BOARD IS TO ENGAGE TRINITY ALUMNI INTO CURRENT EVENTS. I AM IN CHARGE OF REACHING OUT TO MY CLASS ALUMNI (2004) I*133911For profit or not for profit: Non-Profit OrganizationName of outside business organization: Trinity Preparatory SchoolInvestment related: NAddress of business:Winter Park, Florida 32792Nature of business: Other,SchoolPosition, title, association: Advisory Board Member, Start date of relationship: 8/13/2020Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: I am an ex-office board member on the Trinity Prep Board of Trustees. I am ex-officio representing the Trinity Preparatory School Alumni Advisory Board as I am the President. I*5382268, Entity Type: Entity Charitable, Name of OBA: Jewish Pavilion, Address: Altamonte Springs, Florida, 32714, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 08/17/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: Board Member At the Jewish Pavilion Senior Services, we bring Joy and Jewish culture to residents of senior-living communities across Central Florida. I*5400270, Entity Type: Entity Charitable, Name of OBA: Touched by Type 1, Address: Altamonte Springs, Florida, 32714, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 08/11/2026, No Hours: 15 Yearly, No Hours during Trading: 0 Yearly, Duties: Board Member- provide ideas and feedback regarding programs and spread awareness. To elevate awareness of Type 1 Diabetes, raise funds to find a cure, and inspire those with diabetes to thrive.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-11 |
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