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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-12-16 |
Branch Locations
250 S Park Ave, Winter Park, FL 32789 • United States
620 S Tryon St, Charlotte, NC 28255 • 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 | 06/2019 | Present |
| Bank Of America, N.A. | Winter Park | FL | 06/2019 | Present |
| Bank Of America, N.A. | Winter Park | FL | 11/2015 | 06/2019 |
I*2018289 Entity Type: Entity Charitable Name of OBA: United Arts Of Central Florida, Inc. Address:Orlando Florida Investment Related:No Position, Title, Association:Committee Start Date:11/01/2024 No Hours: 2 Monthly No Hours during trading:0 Duties:I plan to serve on a grant advisory board, assisting the organization with selecting arts to receive grants in the local Central Florida community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-12 |
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