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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-15 |
| FL | RA | APPROVED | 2021-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 07/2021 | Present |
| Florida State University | Tallahassee | FL | 05/2017 | 05/2021 |
| Academy Of The Holy Names | Tampa | FL | 05/2010 | 05/2017 |
| Proforma | Tampa | FL | 05/2018 | 06/2018 |
| Merrill Lynch | Tampa | FL | 06/2020 | 08/2020 |
| Bank Of America, N.A. | Tampa | FL | 11/2021 | Present |
I*: 2412266Entity Type: CharitableName of OBA: National Association of Women Business OwnersAddress: Tampa, FL 33602Investment Related: NoPosition, Title, Association: Board Member, DirectorEmployee Start Date: 05/01/2025Number of Hours: 4 hrs mthlyNumber of Hours during trading: 0Duties: The purpose of NAWBO is to empower women entrepreneurs by strengthening their wealth-creating capacity, promote economic development and foster positive change in business culture and public policy. My expected responsibilities are to promote membership and engagement, to help plan new member orientation, and generate a new member plan. I*: 3010275 Entity Type: Entity Charitable Name of OBA: Academy of the Holy Names Address: tampaFlorida33629 Investment Related: n Position, Title, Association: Board Member Employee Start Date: 11/01/2025 No Hours: 3hr/mo No Hours during trading:0 Duties: Holy Names Alumni Board is a group focused on driving engagement from alumni of the school. We plan about 6-8 events per year focused on alumni & their families. Plan and work/attend events provide feedback on events & school happenings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
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