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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-06-18 |
| FL | RA | APPROVED | 2007-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clearwater | FL | 01/2006 | Present |
| Bank Of America, N.A. | Clearwater | FL | 09/2009 | Present |
I*3296271, Entity Type: , Name of OBA: P S, Address: Palm Harbor, Florida, 34683, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12/10/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*5547275 Entity Type: Entity Charitable Name of OBA: Skycrest Christian School Address: clearwater, Florida, 33765 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/07/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: I was ask to be on the school board for my children's private school. To discuss school related issues
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-20 |
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