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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-07-18 |
| FL | RA | APPROVED | 2015-10-30 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Weston | FL | 06/2015 | Present |
| Bank Of America, N.A. | Weston | FL | 08/2015 | Present |
I*133589 For profit or not for profit: Non-Profit Organization Name of outside business organization: BNI Revival Investment related: N Address of business: Charlotte, North Carolina 28277 Nature of business: Charitable Organization, Position, title, association: Participant, Start date of relationship: 10/8/2020 Number of hours devoted: 6 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: President of the BNI Revival networking group. Responsibility is to run the weekly meetings, interacting with current members and guests. BNI allows one profession per category and I am the financial advisor. I provide generic educational info.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-23 |
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