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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-08-22 |
| FL | RA | APPROVED | 2008-01-10 |
| TX | RA | APPROVED_RES | 2007-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 09/2007 | Present |
| Bank Of America, N.A. | Stuart | FL | 07/2011 | Present |
ENTITY TYPE: FOR-PROFIT NAME OF OUTSIDE BUSINESS ORGANIZATION: L'ECOLE DU VIN INVESTMENT RELATED: NO ADDRESS OF BUSINESS: STUART, FLORIDA 34996 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 1/1/2003 NUMBER OF HOURS DEVOTED: 40 HOURS ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: EDUCATIONAL WINE SEMINARS I*4487273 Entity Type: Fiduciary role Name of OBA: MRS A. G C. TTEE J R. C. TTEE U/A DTD 08/26/2003 Address: Stuart, Florida, 34996 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/10/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/Spouse I*4488270 Entity Type: For Profit Name of OBA: MH Property Holdings LLC Address: stuart, Florida, 34996 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 04/28/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: To own a property that needs rehabilitation before rental. Hire contractors and eventually rent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-11 |
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