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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-03-08 |
| FL | RA | APPROVED | 2011-03-02 |
Branch Locations
301 Se 17Th St, Ocala, FL 34471 • United States
Ocala, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith Inc. | Ocala | FL | 01/2011 | Present |
| Bank Of America, N.A. | Ocala | FL | 05/2011 | Present |
I*85979 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: COLLEGE OF CENTRAL FLORIDA FOUNDATION, INC. INVESTMENT RELATED: N ADDRESS OF BUSINESS: OCALA, FLORIDA 34474 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 1/1/2016 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OVERSEE THE GENERAL DIRECTION OF THE LOCAL COLLEGE'S FOUNDATION ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-11 |
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