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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-03 |
| FL | RA | APPROVED | 2022-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Katy | TX | 02/2017 | 09/2019 |
| Unemployed | Katy | TX | 07/2015 | 01/2017 |
| Unemployed | Katy | TX | 10/2019 | 04/2022 |
| Bank Of America Merril Lynch | Wellington | FL | 04/2022 | Present |
| Bank Of America N.A. | Wellington | FL | 04/2022 | Present |
I*1635263Name of OBA:Rental Property 1Address:PORT SAINT LUCIE, Florida Investment Related:NoPosition, Title, Association: Sole owner Employee Start Date:01/15/2024No Hours: 0No Hours during trading:0Duties:Rental Property 1 I*1664282, Entity Type, Name of OBA: Rental Property 2 Address: Port St Lucie, Florida, 34984 Investment Related: N Position, Title, Association: Sole owner Employee Start Date: 01/31/2024 No Hours: 0 No Hours during trading: 0 Duties: Rental Property 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-29 |
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