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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-11-22 |
| TX | RA | APPROVED | 2017-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bahama Breeze | Tampa | FL | 06/2012 | 04/2017 |
| Northwestern Mutual Life Insurance Company | Tampa | FL | 08/2016 | 05/2017 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 08/2016 | 05/2017 |
| Jp Morgan Chase Bank | Tampa | FL | 05/2017 | 11/2017 |
| Jp Morgan Securities, Llc | Tampa | FL | 05/2017 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clearwater | FL | 11/2017 | Present |
| Bank Of America, N.A. | Clearwater | FL | 11/2017 | Present |
I*1397364 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: tampa, Florida, 33625, United States Nature of business: Position, title, association: Sole owner, Start date of relationship: 8/1/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-03 |
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