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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-01 |
| FL | RA | APPROVED | 2024-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marlborough | MA | 08/2019 | 01/2022 |
| Bank Of America, N.A. | Marlborough | MA | 08/2019 | 01/2022 |
| Mattei Imoveis Assessoria E Consultoria | Sarandi | 11/2012 | 07/2019 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 07/2024 | Present |
| Vine Partners Llc | Miami | FL | 01/2022 | Present |
| Sd Techno Usa Llc | Windermere | FL | 06/2023 | Present |
| Bank Of America, N.A. | Orlando | FL | 08/2024 | Present |
I*: 1936285Entity Type: Entity For ProfitName of OBA: Vine Partners LLCAddress: Miami, FLInvestment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 02/07/2022Number of Hours: 10 hrs annuallyNumber of Hours during trading: 0Duties: Partner. Business development consultingI*: 1936287Entity Type: Entity For ProfitName of OBA: Sd Techno Usa LLCAddress: Windermere, FLInvestment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 06/09/2023Number of Hours: 5 hrs mthlyNumber of Hours during trading: 0Duties: Partner. Business Digital development consulting I*5528275 Entity Type: N/A Name of OBA: Orlando Global Chamber of Commerce Inc Address: Orlando, Florida, 32835 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/28/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0, Yearly Duties: Nonprofit organization with the purpose of promoting economic development, international business relations, entrepreneurial innovation, and community engagement. Attend meetings quarterly, with authority to establish policies, approve budgets and expenditures, appoint committees, promote the Chamber.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-20 |
| S66 | Uniform Combined State Law Examination | 2020-12-09 |
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