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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-04-03 |
| LA | RA | APPROVED | 2013-02-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Orleans | LA | 09/2012 | Present |
| Bank Of America, N.A. | New Orleans | LA | 03/2013 | Present |
I*850231For profit or not for profit: Entity For ProfitName of outside business organization: REL Property, LLCInvestment related: NAddress of business: New Orleans, Louisiana, 70122Nature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 5/17/2022Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , The business will be for holding and/or managing real estate that I own. I will be an owner/director of the company, and manage all of its business affairs. I* 1674278 For profit or not for profit: Name of outside business organization: RELB MT Properties Investment related: no Address of business: New Orleans, LA Nature of business: Limited Liability Company Position, title, association: Officer,General Partner/Managing Member,Owner Start date of relationship: 01/19/2024 Number of hours devoted: 5 monthly Number of hours devoted during trading hours: 0 Duties: Purpose of the business is to hold and manage property that I expect to own in the state of Montana.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-25 |
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