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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-29 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
1 Town Center Rd, Boca Raton, FL 33486 • United States
22 Bull St, Savannah, GA 31401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Hialeah | FL | 09/2012 | 11/2016 |
| Wells Fargo Bank Na | Hialeah | FL | 05/2010 | 12/2019 |
| Wells Fargo Clearing Services, Llc | Hialeah | FL | 11/2016 | 12/2019 |
| Synovus Securities Inc. | Weston | FL | 12/2019 | 07/2022 |
| Synovus Bank | Weston | FL | 12/2019 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 08/2022 | Present |
RENTAL PROPERTY, INV RELATED, MIRAMAR, FL, 100% OWNERSHIP, START 5/1/2018, ONE HOUR PER MONTH, ZERO DURING TRADING, MANAGE PROPERTY. I*1922316 Entity Type: Charitable Name of OBA: African American Museum and Research Library's SO Address: West Palm Beach, Florida, 33401 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/01/2024 Number of Hours: 12, Yearly Number of Hours during trading: 0 Duties: They are building a museum and research library here in Palm Beach. They do not have their own site yet, but it is using the Community Foundation as a Support Organization while they get the 501c3 status. Attend board meeting and offer objective opinions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-14 |
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