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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2019-11-14 |
| NJ | RA | APPROVED | 2012-08-28 |
| CT | RA | APPROVED | 2006-04-28 |
Branch Locations
701 Brickell Ave Investment Solutions Group, Miami, FL 33131 • United States
1100-1800 American Blvd Investment Solutions Group, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2006 | Present |
I*1558255 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: East Hampton, New York, 11937, United States Nature of business: Position, title, association: Sole owner, Start date of relationship: 12/1/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-09 |
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