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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-07 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 09/2007 | Present |
Name of the other businessCalvary Chapel Fort LauderdaleWhether the business is investment-relatedNoAddress of the other businessFort Lauderdale, FL 33309Nature of the other businessPastorYour positionCampus PastorTitle, or relationship with the other businessStart date of your relationship8/2017Approximate number of hours/month you devote to the other business20Number of hours you devote to the other business during securities trading hoursBriefly describe your duties relating to the other businessPastor of church campus I*3131271 Entity Type: Entity Charitable Name of OBA: Hope South Florida Address: Fort Lauderdale, Florida, 33311 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 12/01/2025 Number of Hours: 16, Yearly Number of Hours during trading: 16, Yearly Duties: a faith-based 501(c)(3) non-profit organization, operating since 1995, that has provided emergency shelter, housing assistance, and support services to thousands of homeless families and individuals. Director, Board Member. attend 2 Board Meetings a year
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-27 |
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