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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-16 |
| FL | RA | APPROVED | 2018-09-26 |
Branch Locations
9000 Southside Blvd, Jacksonville, FL 32256 • United States
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
Weston, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Weston | FL | 07/1990 | Present |
Fort Lauderdale Strikers Cheerleader Director (non investment related) 5201 NW 12 Ave Fort Lauderdale Fl 33309. 2014-2016, 20 hours per week - non-trading hours. Responsibilities were to direct and manage the cheerleaders and run the cheer program for the pro soccer team I*1228319For profit or not for profit: Entity For ProfitName of outside business organization: (NAME) Revokable TrustInvestment related: NAddress of business: West Palm Beach, Florida, 33410Nature of business: ["Sole Proprietorship"]Position, title, association: ["Other"], Start date of relationship: 4/1/2023Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: Sole owner and trustee, I am the trustee and the homeowner. This was my deceased mother's primary residence that I will be renting out. I*1240261For profit or not for profit: Entity For ProfitName of outside business organization: (NAME) Rev TrustInvestment related: NAddress of business: West Palm Beach, Florida, 33410Nature of business: ["Sole Proprietorship"]Position, title, association: ["Owner"], Start date of relationship: 4/4/2023Number of hours devoted: 12 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , Receiving rents from property - am planning to have it managed by a property manager. I*2041271, Entity Type, Entity for Profit, Name of OBA: (Name) 405 WPB, Address: West Palm Beach, FL, 33401, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 11/01/2024, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: Owner. I*462133 Entity Type: Entity For Profit Name of OBA: SunDanz Dancers Address: Cooper City, Florida, 33330 Investment Related: No Position, Title, Association: Director,Owner Employee Start Date: 10/02/2006 Number of Hours: 15, Monthly Number of Hours during trading: 0, Monthly Duties: We are a dance team that performs at local community and sporting events Director and Choreographer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-08 |
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