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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-25 |
| TX | RA | APPROVED_RES | 2013-03-22 |
| CO | RA | APPROVED | 2012-03-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colorado Springs | CO | 07/2003 | Present |
I*918281, Name of OBA:Belle Value Address:Colorado Springs, CO Investment Related: No Position, Title, Association: Owner Employee Start Date:7/18/2022 No Hours: 5 Weekly No Hours during trading: 0 Duties: Creating a LLC (Belle Value) for the purpose of selling items on Amazon. I*1474252 For profit or not for profit: Entity For Profit Name of outside business organization: BTJ Properties Investment related: N Address of business: Colorado Springs, Colorado, 80911, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 9/6/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-08 |
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