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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-04 |
| TX | RA | APPROVED | 2020-09-03 |
Branch Locations
3801 Pga Blvd Suite 801, Palm Beach Gardens, FL 33410-2757 • United States
West Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 08/2016 | 09/2020 |
| Bank Of America, N.A. | Boca Raton | FL | 01/2017 | 09/2020 |
| Rbc Capital Markets, Llc | Palm Beach Gardens | FL | 09/2020 | Present |
| City National Bank | Palm Beach Gardens | FL | 09/2020 | Present |
(1) Director of David A. Burke Foundation (2) NAME OF ENTITY: The David A. Burke Foundation, Inc ADDRESS: 516 Dixie Hwy, P.O. Box 221 West Palm Beach, FL 33401 NOT INVESTMENT RELATED: BUSINESS DESCRIPTION: 501 c (3)- Non-profit Public Charity CAPACITY: Director START DATE: 10/15/2018 DUTIES: Organizing fundraising events, running the website, marketing etc. HOURS DEVOTED PER MONTH: 2-3 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: NONE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-16 |
| S65 | Uniform Investment Adviser Law Examination | 2015-06-30 |
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