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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-12 |
| FL | RA | APPROVED | 2017-07-05 |
Branch Locations
2525 Pga Blvd,, Beach Gardens, FL 33410 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 05/2007 | Present |
I*137412 For profit or not for profit: Non-Profit Organization Name of outside business organization: Jupiter Christian School Investment related: N Address of business: Jupiter, Florida 33458 Nature of business: Corporation, Position, title, association: Committee Member, Start date of relationship: 6/1/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: I'm currently approved to be on the board as member, but they've asked me to serve on the finance committee. As a member of the finance committee, I have no individual financial management or individual decision making, complete oversight
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-28 |
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