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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-18 |
| FL | RA | APPROVED | 2019-10-30 |
Branch Locations
9000 Southside Blvd, Jacksonville, FL 32256 • United States
Palm City, FL • United States
900 Se Federal Hwy, Stuart, FL 34994 • United States
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 | 06/2019 | Present |
| Bank Of America Merchant Services, Llc | Coral Springs | FL | 01/2012 | 06/2019 |
I*1244289For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Windham, New York, 12496Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 4/1/2023Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 I*1603276, Name of OBA: Martin County Police Athletic League Address: 1515 Third Street, San Francisco, California, 94103,US Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/01/2024 No Hours: 2 No Hours during trading: 2 Duties: general board member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-25 |
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