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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-04-01 |
| FL | RA | APPROVED | 2016-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Punta Gorda | FL | 08/2015 | Present |
| Bank Of America, N.A. | Punta Gorda | FL | 07/2024 | Present |
I*446694, Entity Type, Name of OBA: Cape Coral Chamber of Commerce Address: Cape CoralFlorida 33904 Investment Related: No Position, Title, Association: Committee Employee Start Date: 02/28/2018 No Hours: 2 Monthly No Hours during trading: 0 Duties: Reporting to chamber membership the activities, thoughts, and opinion of their city council and county commissioners as it relates to their membership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-22 |
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