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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| FL | RA | APPROVED | 2026-02-09 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 07/2005 | Present |
I*5033276, Entity Type: , Name of OBA: Big Brothers Big Sisters, Address: West Palm Beach, Florida, 33406, Investment Related: N, Position, Title, Association: Committee Member, Employee Start Date: 07/23/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: The committee will help shape our priorities, strengthen our impact, and ensure we're positioned to serve more young people and families in the years ahead. Planning and Strategic Committee Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-27 |
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