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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-16 |
| FL | RA | APPROVED | 2025-09-12 |
Branch Locations
1601 E Oakland Park Blvd, Oakland Park, FL 33334 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scarborough | ME | 04/2020 | 11/2023 |
| Bank Of America, N.A. | Scarborough | ME | 05/2018 | 04/2020 |
| Ipayment Inc And Merchant Focus | Portland | ME | 01/2016 | 05/2018 |
| Zoomph Inc | Portland | ME | 12/2015 | 12/2016 |
| Lsf Capital Llc | Fort Lauderdale | FL | 10/2024 | 04/2025 |
| Credit Card Processing Agents L.L.C. | Portland | ME | 12/2023 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 07/2025 | Present |
| Bank Of America, N.A. | Fort Lauderdale | FL | 09/2025 | Present |
I*: 2722276Name: Broward Football Officiating AssociationInvestment-related: NoAddress: Pompano Beach, FL 33060Title, or relationship with the other business: RefereeStart date: 8/28/2025Hours/month you devote to the other business 2 hrs wklyHours you devote to the other business during securities trading hours: 0Briefly describe your duties relating to the other business Referee football gamesI*: Entity Type: Rental PropertyName: B. Property Management LLCInvestment-related: NoAddress: South Portland, ME 04106Title, or relationship: OwnerStart date: 09/01/2022Hours/month you devote to the other business: 2 hoursHours you devote to the other business during securities trading hours: 0Duties: Owner of the property I*5253268 Entity Type: N/A Name of OBA: C B Address: Fort Lauderdale, Florida, 33311 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/06/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-11 |
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