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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-16 |
| FL | RA | APPROVED | 2019-03-22 |
Branch Locations
8760 Boynton Beach Blvd, Boynton Beach, FL 33472 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Palm Beach | FL | 08/2014 | Present |
| Florida Atlantic University | Boca Raton | FL | 08/2009 | 08/2017 |
| Bank Of America, N.A. | West Palm Beach | FL | 10/2018 | Present |
I*1500268 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Delray Beach, Florida, 33445, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 10/1/2023 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 | 2019-02-22 |
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