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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-09 |
| FL | RA | APPROVED | 2019-09-18 |
Branch Locations
2525 Pga Blvd, Palm Beach Gardens, FL 33410 • United States
Port St. Lucie, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 08/2013 | Present |
| Bank Of America, N.A. | Fort Lauderdale | FL | 08/2013 | Present |
I*844272 For profit or not for profit: Entity For Profit Name of outside business organization: Olivera Family LLC Investment related: N Address of business: AVENTURA, Florida, 33160 Nature of business: ["Limited Liability Company"] Position, title, association: ["Other"], Start date of relationship: 5/31/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: MGR - as listed on LLC Organization Documents., This LLC was recommended by my CPA and created to organize business expenses for my wife's work as she is on a -1099 as a Occupational Therapist. I only have ownership and access to this account, in order to transfer funds and make business related purchases for the LLC. There is no business activity, sales or any form of business organization under this LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-30 |
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