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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED_RES | 1995-04-11 |
| FL | RA | APPROVED | 1990-08-27 |
Branch Locations
1276 Metropolitan Blvd, Tallahassee, FL 32312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tallahassee | FL | 06/1990 | Present |
| Bank Of America, Na | Tallahassee | FL | 12/2009 | Present |
I*78325 For profit or not for profit: Non-Profit Organization Name of outside business organization: Boys Town North Florida Investment related: N Address of business: Tallahassee, Florida 32303 Nature of business: Charitable Organization Position, title, association: Committee Member, Start date of relationship: 1/28/2015 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: Provides housing for underprivileged children. I am new to the board, so I don't know all the responsibilities yet. Although, in the past I was the tournament director for a golf fundraiser that they hosted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-07 |
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