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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-09-18 |
| IN | RA | APPROVED | 2014-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carmel | IN | 06/2012 | Present |
I*63451 For profit or not for profit: For-Profit Organization Name of outside business organization: Rental Properties Investment related: N Address of business: Carmel, Indiana 46032 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 6/21/2013 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: purchasing rental homes in the two counties (Palm Beach in FL & Hamilton in IN) that we reside in to be rented ongoingly. I*9474 For profit or not for profit: Name of outside business organization: Investment related: Address of business: Nashville, Tennessee 37205 Nature of business: , Position, title, association: , Start date of relationship: 9/24/2018 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I*127256 For profit or not for profit: For-Profit Organization Name of outside business organization: Rental Investment related: N Address of business: Carmel, Indiana 46032 Nature of business: Other,Monthly rental income Position, title, association: Owner, Start date of relationship: 6/23/2020 Number of hours devoted: 6 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Renting my personal residence for a few months to a few guests on AirBnB and a divorced man.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-25 |
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