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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 | 2019-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 08/2006 | Present |
| Bank Of America, N.A. | Palm Beach Gardens | FL | 08/2006 | Present |
I*1529259For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: West Palm Beach, Florida, 33411, United StatesNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 10/30/2023Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-09 |
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