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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-07-22 |
| TX | RA | APPROVED | 2020-06-29 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 01/2020 | Present |
| Bank Of America, N.A. | Tampa | FL | 01/2020 | Present |
| University Of Central Florida | Orlando | FL | 05/2012 | 05/2017 |
| Cardinal Gibbons High School | Fort Lauderdale | FL | 01/2017 | 12/2017 |
| Cbiz Mhm, Llc | Boca Raton | FL | 02/2018 | 09/2019 |
| Unemployed | Fort Lauderdale | FL | 10/2019 | 12/2019 |
I*1916317, Entity Type, Entity Charitable, Name of OBA: St Coleman Catholic Church, Address: Pompano Beach, FL, 33062, Investment Related: No, Position, Title, Association: Committee, Employee Start Date: 08/19/2024, No Hours: 2hrs/Mo, No Hours during trading: 0, Duties: It is the Church's Finance Council. I will be solely in an advisory role. the pastor comes to the council for the use /direction of the Church's funds and we, as a advisory council, provide him the best route to take. I will NOT have any access to church funds nor will I be able to transact on the accounts. I*: 2246265 Entity Type: School Name of OBA: Cardinal Gibbons High School Address: Fort Lauderdale, FL Investment Related: No Position, Title, Association: Pathway Advisory Committee member Employee Start Date: 4/16/2025 Number of Hours: 4-5 hrs qtrly Number of Hours during trading: 0 Duties: Pathway Advisory Committee @ Cardinal Gibbons High School: I will be part of a board for students who are interested in business/finance careers to speak to them about what my career path was, how I made it to this point today, etc... grades: 10-12 (Sophomores-Seniors)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-19 |
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