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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-10 |
Branch Locations
22 Bull St, Savannah, GA 31401 • United States
701 Brickell Ave, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 09/2024 | Present |
| Jp Morgan Chase | Miami | FL | 05/2018 | 09/2024 |
| Wells Fargo | Atlanta | GA | 12/2013 | 05/2018 |
I*2605308, Entity Type: Charitable, Name of OBA: Big Brothers Big Sisters of Miami, Address: Miami, Florida, 33126, Investment Related: N, Position, Title, Association: ["Board Member"], Employee State Date: 07/14/2025, No Hours: 4 Monthly, No Hours during Trading: 1 Monthly, Duties: Holding a Board of Directors seat with the Big Brothers Big Sisters of Miami. Serve as a mentor to under privileged children in Miami. I*4667279 Entity Type: Charitable Name of OBA: D. Presit Foundation Address: West Palm Beach, Florida, 33401 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0 Duties: Board Member. 1 day a month for Board meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
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