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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-14 |
| FL | RA | APPROVED | 2020-09-10 |
Branch Locations
1555 E Mitchell Hammock Rd, Oviedo, FL 32765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Orlando | FL | 05/2020 | Present |
| Bank Of America | Orlando | FL | 05/2019 | 05/2020 |
| Polk County School Board | 1330 N Lincoln Avenue | FL | 05/2009 | 05/2019 |
I*: 2287264 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Mulberry, FL 33860 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 04/02/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-04 |
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