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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-16 |
Branch Locations
250 S Park Ave, Winter Park, FL 32789 • United States
22 Bull St, Savannah, GA 31401 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 01/2007 | Present |
I*: 2089350 Entity Type: Entity Charitable Name of OBA: Seniors First Inc Address: Orlando, FL 32811 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 12/02/2024 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Senior health programs and meals on wheels- Board Member to vote of initiatives and annual event planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-11 |
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