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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-02-07 |
Branch Locations
300 S Orange Ave, Orlando, FL 32801 • United States
22 Bull St, Savannah, GA 31401 • United States
Windermere, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 09/2006 | Present |
I*376708 Entity Type: Entity Charitable Name of OBA: Muslim Academy of Greater Orlando Address: Orlando, Florida, 32836 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/01/2019 Number of Hours: 3, Monthly Number of Hours during trading: 0, Monthly Duties: Private school providing PK-8 education Leadership to help guide their mission of providing a high level of education. I'll be facilitating the board meetings, provide guidance to the Principal, and review teacher and staff productivity. the name of the other business: Dr. H S & Assoc.whether the business is investment-related: Nothe address of the other business: Kissimmee, FL 34746the nature of the other business: My wife is an eye doctor and I'm on her business and account.your position: On the articles of incorporation it's listed as a Mgrthe start date of your relationship: February 2009the approximate number of hours/month you devote to the other business: 0.5the number of hours you devote to the other business during securities trading hours: 0briefly describe your duties relating to the other business: Make deposits of her checks and help the account gather documents for the taxes. I*1827277, Entity Type Charitable, Name of OBA: Heart of FL United Way Address: Orlando, Florida, 32804 Investment Related:N Position, Title, Association: Board Member Employee Start Date: 07/01/2024 No Hours: 2 No Hours during trading: 2 Duties: Board member and Chair. Advisory on human services assistance in Central Fl. I*4092266, Entity Type: Entity Charitable, Name of OBA: University of Central Florida Foundation Board, Address: Orlando, Florida, 32826, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 07/01/2026, No Hours: 50 Yearly, No Hours during Trading: 50 Yearly, Duties: As a board member of the UCF Foundation, I provide oversight of a nonprofit organization that serves as the official philanthropic support entity for the University of Central Florida. My duties include attending board and committee meetings, reviewing and approving strategy, budgets, and policies, ensuring proper stewardship of charitable assets, and supporting the Foundations mission to advance student success, academic excellence, and research. I do not have an executive or operational role. supports student success, academic excellence, research, and strategic university priorities. The Foundation is nonpolitical, nonprofit, and exists solely to benefit UCF in alignment with the Universitys Board of Trustees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-21 |
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