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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-22 |
| FL | RA | APPROVED | 2020-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Weston | FL | 12/2019 | Present |
| Brio Tuscan Grille | Pembroke Pines | FL | 08/2015 | 09/2019 |
| Florida International University | Miami | FL | 08/2013 | 12/2019 |
| Bank Of America, N.A. | Weston | FL | 06/2024 | Present |
Name of outside business organization: Neilson Family Participant Investment related: Non-Investment Related Address of business: Columbia, MD Position, title, association: Participant Start date of relationship: 3/1/2019 Number of hours devoted monthly: Devote less than 1 hour a month Number of hours devoted monthly during trading hours: 0 Duties: No duties I*: 2389271 Entity Type: Charitable Name of OBA: BNI Address: WestonFlorida Investment Related: No Position, Title, Association: VP Employee Start Date: 5/7/2025 Number of Hours: 12 hrs mthly Number of Hours during trading: 4hrs mthly Duties: Vice President of Networking Group - National Group BNI; I will be a local VP for the group but not for the entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-10 |
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