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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| MO | RA | APPROVED | 2024-12-09 |
Branch Locations
400 Chesterfield Ctr, Chesterfield, MO 63017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wentzville | MO | 06/2023 | Present |
| Stefanina's (Carcamco) | Troy | MO | 03/2014 | 08/2017 |
| Lumeris | Maryland Heights | MO | 08/2017 | 10/2017 |
| Kay Jewelers | Ofallon | MO | 01/2018 | 03/2018 |
| Wireless Vision | Saint Charles | MO | 02/2018 | 06/2023 |
| Bank Of America, N.A. | Wentzville | MO | 11/2024 | Present |
I*: 2066381Name: Portell Prestige Properties, LLC Investment-related: YesAddress: Wentzville,MissouriNature: Private Limited CompanyTitle, or relationship: General Partner/Managing Member, OwnerStart date: 01-Jun-2025Approximate number of hours/month:0Number of hours you devote during securities trading hours:0Briefly describe your duties: Rental property holding company registered with the state of MO. I am the sole member of the LLC. Entity currently has no assets or liabilities. Fiancee and I opened about a year ago in anticipation of starting a buy-and-hold rental portfolio. We hope to start accumulating properties starting next year or the year after. This entity is/will strictly be used to hold long-term rental properties. I*2606275, Entity Type:, Name of OBA: Power of Attorney, Address: Wentzville, Missouri, 63385, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06/20/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-15 |
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