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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-02-08 |
Branch Locations
300 S Orange Ave, Orlando, FL 32801 • United States
22 Bull St, Savannah, GA 31401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 07/2016 | 10/2021 |
| Bank Of America, N.A. | Winter Park | FL | 10/2021 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 10/2021 | Present |
I*119678 For profit or not for profit: For-Profit Organization Name of outside business organization: Caribiz Holdings LLC Investment related: N Address of business: Orlando, Florida 32828 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 1/1/2019 Number of hours devoted: 12 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Family Holding Company to purchase a vacation property in FL that may be rented off-season. I*1254259 For profit or not for profit: Entity Charitable Name of outside business organization: Second Harvest Food Bank of Central Florida Investment related: N Address of business: Orlando, Florida, 32805, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 6/1/2023 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: , Board Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-03 |
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