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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-13 |
| FL | RA | APPROVED | 2017-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | West Palm Beach | FL | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | West Palm Beach | FL | 11/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 06/2017 | Present |
| Bank Of America, N.A. | Palm Beach Gardens | FL | 11/2017 | Present |
I*118242 For profit or not for profit: For-Profit Organization Name of outside business organization: Monaghan Holdings, LLC Address of business: Jensen Beach, Florida 34957 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 10/15/2018 Number of hours devoted: 15 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Real estate investment company. Rental real estate business. I am the sole member and owner of Monaghan holdings, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-17 |
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