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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-08-28 |
| FL | RA | APPROVED | 2007-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 12/2006 | Present |
| Bank Of America, N.A. | Sarasota | FL | 02/2015 | Present |
I*1066271, Entity Type: Entity For Profit, Name of OBA: Golden Dynasty, LLC, Address: Sevierville, Tennessee 37876, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 11/10/2022, No Hours: 1, No Hours during trading: 0, Duties: The LLC was formed by my parents and myself to manage rental property that parents own for the purpose of liability management per parent's attorney and tax professional. I was included as an owner to ensure the continual of the business in the event of death or mental incapacity. My duties are to assist with providing documents for tax reporting, annual filing with the state and address any correct any operational and financial issues with the rental property. I*973579, Entity Type: Fiduciary, Name of OBA: F B G, Address: North Port, Florida, 34285, Investment Related: N, Position, Title, Association: Guardianship, Employee State Date: 04-Dec-2024, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-09 |
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