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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-06-07 |
| DE | RA | APPROVED | 2009-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rehoboth Beach | DE | 12/2008 | Present |
| Bank Of America, N.A. | Rehoboth Beach | DE | 12/2015 | Present |
I*4267267 For ProfitName of OBA: Su-Sax Acres LLCAddress: Milton, Delaware, 19968Investment Related: NoPosition: Other Start Date: 07/20/2000Number of Hours: 0.25, MonthlyNumber of Hours during trading: 0Duties: farm land owned by family and the crop payments received and paying insurance on property or other invoices on land bill payment, deposit checks, bookkeeping I*4265269,Entity For Profit, Name : Triple C Farms LLC, Address: Milton , Delaware, 19968, Investment Related: N, Position: ["Other"], Start Date: 01/26/2010, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: check writing, deposits, bookkeeping farmland owned by family I*4265271, Entity For Profit, Name: Hebron-Coverdale LLC, Address: Milton , Delaware, 19968, Investment Related: N, Position: ["Other"], Employee Start Date: 04/06/2026, No Hours: 0.5 Monthly, No Hours during Trading: 0 Monthly, Duties: bill pay, deposits, bookkeeping farm land that is used for crops I*4265272, Entity For Profit, Name : Beach Basket LLC, Address: Milton , Delaware, 19968, Investment Related: N, Position: ["Other"], Employee Start Date: 10/25/2005, No Hours: 0.5 Monthly, No Hours during Trading: 0 Monthly, Duties: I will be helping get bills paid and deposit any payments for the LLC. This business is my family's business piece of property owned by family business and this account gets bills paid for property and any deposits made I*4265275, Entity For Profit, Name : East of the Sun Associates LLC, Address: Milton, Delaware, 19968, Investment Related: N, Position: ["Other"], Employee Start Date: 05/27/2010, No Hours: 0.25 Monthly, No Hours during Trading: 0 Monthly, Duties: I will be helping get bills paid and deposit any payments, and bookkeeping/account reconciliation for the LLC. This business is my family's business holds a piece of property - condo - that is sometimes rented and this account would handle deposits of rent adn payments of bills associated with property I*4267265, Entity For Profit, Name: Coventry Farm Inc, Address: Milton, Delaware, 19968, Investment Related: N, Position: ["Other"], Employee Start Date: 06/25/2018, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: help with bookkeeping and seeing bills get paid, checking account for funds on farm land the our family owns to receive payments and pay invoices I*4267268, Entity For Profit, Name: King Cole LLC, Address: Milton, Delaware, 19968, Investment Related: N, Position: ["Other"], Employee Start Date: 06/25/2018, No Hours: 0.5 Monthly, No Hours during Trading: 0 Monthly, Duties: I will be helping get bills paid and deposit any payments for the LLC. This business is my family's own business farm land I*4280271, Entity For Profit, Name: Two Bays LLC, Address: Milton, Delaware, 19968, Investment Related: N, Position: ["Other"], Employee Start Date: 09/12/2006, No Hours: 0.5 Monthly, No Hours during Trading: 0 Monthly, Duties: bill pay, deposits, bookkeeping/reconciliation this is an account for a piece of farmland owned locally in Delaware and expenses are paid associated with land like insurance and deposits received associated with the use of the land I*4282268, Entity For Profit, Name: 6Q Warehouse LLC, Address: Milton, Delaware, 19968, Investment Related: N, Position: ["Other"], Employee Start Date: 06/27/2018, No Hours: 0.25 Monthly, No Hours during Trading: 0 Monthly, Duties: web bill pay, payments, deposits, bookkeeping/reconciliation this is for a piece of property family owns and the account is to handle any expenses associated with it I*4283266, Entity For Profit, Name: Diamond Pond LLC, Address: Milton, Delaware, 19968, Investment Related: N, Position: ["Other"], Employee Start Date: 06/27/2018, No Hours: 0.25 Monthly, No Hours during Trading: 0 Monthly, Duties: I will be doing web bill pay, deposits, and bookkeeping/reconciliation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-08 |
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