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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-08-24 |
| FL | RA | APPROVED | 2007-11-09 |
Branch Locations
6311 Atrium Dr, Lakewood Ranch, FL 34202 • United States
Bradenton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Sarasota | FL | 08/2006 | Present |
| Bank Of America, Na | Sarasota | FL | 09/2009 | Present |
I*1916352, Entity Type, Not-for-Profit, Name of OBA: Safe Children Coalition, Address: Sarasota, FL, 34234, Investment Related: No, Position, Title, Association: Finance Committee, Employee Start Date: TBD, No Hours: 0.75hrs/Mo, No Hours during trading: 0, Duties: I will be a member of their Finance Committee. I will attend their committee meetings every two months. I*3308265 Entity Type: For Profit Name of OBA: 1263 Rothwell LLC Address: Park City, Utah, 84060 Investment Related: No Position, Title, Association: General Partner/Managing Member, Owner Employee Start Date: 01/01/2026 Number of Hours: 12, Yearly Number of Hours during trading: 0 Duties: Rental property. Owned personally. Passive ownership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-22 |
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