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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-17 |
| FL | RA | APPROVED | 2015-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Heathrow | FL | 05/2015 | Present |
| Bank Of America, N.A. | Heathrow | FL | 09/2015 | Present |
I*129256For profit or not for profit: Non-Profit OrganizationName of outside business organization: The Catholic Foundation of Central FloridaInvestment related: NAddress of business:Orlando, Florida 32802Nature of business: Charitable Organization,Position, title, association: Start date of relationship: 2/20/2020Number of hours devoted: 2 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: volunteer time to assist the catholic diocese of Orlando spread faith in the central Florida community. I*2669263, Entity Type: Entity For Profit, Name of OBA: BVB Equipment LLC, Address: longwood, Florida, 32779, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 09/01/2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: limited partner of a program that leases equipment. my responsibilities are limited to the amount of capital I deploy in the EZ Equipment Zone LLC Advantage Flex program. Short term leasing of construction equipment
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-16 |
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