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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-29 |
| FL | RA | APPROVED | 2016-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Venice | FL | 07/2016 | Present |
| Bank Of America, N.A. | Venice | FL | 12/2016 | Present |
I*562245 For profit or not for profit: Entity For Profit Name of outside business organization: LWR Chargers Soccer Club Investment related: N Address of business: Lakewood Ranch, Florida, 34211 Nature of business: ["Corporation"] Position, title, association: ["Other"], Start date of relationship: 10/25/2021 Number of hours devoted: 4 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: Soccer coach, Soccer Coach, Coaching U13 soccer team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-17 |
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