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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-12-13 |
| FL | RA | APPROVED | 2016-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Lake Mary | FL | 08/2014 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Mary | FL | 03/2016 | Present |
| Seminole State College | Sanford | FL | 01/2011 | Present |
I*811358For profit or not for profit: Entity For ProfitName of outside business organization: AXK, LLCInvestment related: NoAddress of business: Enterprise, Florida, 32725Position, title, association: OwnerStart date of relationship: 4/15/2022Number of hours devoted: 2 hours WeeklyNumber of hours devoted during trading hours: 0Duties: Ecommerce. Operating tasks to maintain inventory supplies for online sales company.I*: 2272287Entity Type: CharitableName of OBA: Sneakers That FitAddress: Orlando, FL 32810Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 05/01/2025Number of Hours: 25 hrs annuallyNumber of Hours during trading: 0Duties: Non- Profit that supports the underserved youth in Central Florida by receiving donations of new sneakers that we are then able to distribute to children in need. My role is the Co-Chair of the committee. There are 2 committee members (myself and another individual) We are responsible for ensuring that each year we make outreach to the local schools to get a head count for how many children we have signed up, coordinating the organizing and delivery of the sneakers and socks to these schools. I*2511266 Entity Type: Entity Charitable Name of OBA: Congregation of Reform Judaism Address: Orlando, Florida, 32810 Investment Related: No Position, Title, Association: Treasurer,Board Member Employee Start Date: 06/10/2025 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: Local Synagogue Review Annual Budget for Synagogue. Meet with the Budget Committee several times per year so I can present the budget vs actual expenses to the executive board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-27 |
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