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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-12-03 |
| FL | RA | APPROVED | 2012-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Naples | FL | 06/2012 | Present |
| Bank Of America, N.A. | Naples | FL | 12/2012 | Present |
I*415808 For profit or not for profit: Name of outside business organization: Winged Foot Scholarship Foundation Investment related: N Address of business: Naples, Florida, 34109, United States Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , The purpose of the Winged Foot Scholarship Foundation is to recognize and award the top high school scholar-athletes in collier county. My role includes raising awareness and funds for the event and scholarships.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
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