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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-07-26 |
| FL | RA | APPROVED | 2015-10-08 |
Branch Locations
9128 Strada Pl, Naples, FL 34108 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 10/2013 | Present |
| Bank Of America, N.A. | Naples | FL | 10/2013 | Present |
I*: 2056323 Entity Type: Entity Charitable Name of OBA: Bishop Verot Catholic High School Address: Fort Myers, FL Investment Related: No Position, Title, Association: Committee Employee Start Date: 10/29/2024 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: Technology committee member, oversight of the campus existing technology and future improvements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-04 |
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