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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-30 |
| TX | RA | APPROVED_RES | 2023-05-29 |
Branch Locations
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410 • 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 | 10/2016 |
| Bank Of America, N.A. | Palm Beach Gardens | FL | 05/2015 | 10/2016 |
| Fidelity Brokerage Services Llc | Palm Beach Gardens | FL | 10/2016 | 05/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 05/2023 | Present |
| Cardinal Newman High School | West Palm Beach | FL | 01/2023 | Present |
| Bank Of America, N.A. | Palm Beach Gardens | FL | 07/2023 | Present |
I*1334254For profit or not for profit: Entity CharitableName of outside business organization: Cardinal Newman High SchoolInvestment related: NAddress of business: OBA, OBA, OBANature of business: ["School, College or University"]Position, title, association: ["Employee"], Start date of relationship: 2/12/2024Number of hours devoted: 20 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Pitching Coach for the High School Baseball Team I*3592267, Entity Type: Entity For Profit, Name of OBA: Scorpions Baseball Club LLC, Address: Winter Springs, Florida, 32708, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 06/01/2026, No Hours: 50 Yearly, No Hours during Trading: 0 Yearly, Duties: Baseball Coach, Travel Baseball
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-29 |
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