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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-02-24 |
| TX | RA | APPROVED | 2016-03-03 |
| FL | RA | APPROVED | 2016-03-01 |
Branch Locations
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410 • United States
Jupiter Inlet Colony, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 03/2015 | Present |
| Bank Of America, N.A. | Palm Beach Gardens | FL | 04/2016 | Present |
I*532287 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Encinia, California, 92024 Nature of business: Position, title, association: Sole owner, Start date of relationship: 2021 Number of hours devoted: 2 hour(s) Yearly Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-09 |
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