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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-19 |
| TX | RA | APPROVED | 2017-07-07 |
Branch Locations
101 Bullitt Ln, Louisville, KY 40222 • United States
9128 Strada Pl, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Naples | FL | 11/2015 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Estero | FL | 06/2017 | Present |
| Bank Of America, N.A. | Estero | FL | 06/2017 | Present |
I*9122For profit or not for profit: Name of outside business organization: Gregory Brown rentalInvestment related: Address of business:Gatlinburg, Tennessee 37738Nature of business: ,Position, title, association: , Start date of relationship: 12/1/2019Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0Duties: I*3883270 Entity Type: N/A Name of OBA: G and K B Living Trust Address: Naples, Florida, 34119 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 01/22/2025 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-07 |
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