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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-22 |
| FL | RA | APPROVED | 2010-08-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith, Inc. | Delray Beach | FL | 05/2010 | Present |
| Bank Of America, N.A. | Delray Beach | FL | 07/2011 | Present |
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MERRILL LYNCH WEALTH MANAGEMENT INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 777 EAST ATLANTIC AVE, 4TH FLOOR DELRAY BEACH, FLORIDA 33483 POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 11/26/2012 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: TRUSTEE FOR MAHLON S WEIR TRUST ACCOUNT OBA ID: 1653342 OBA Name: Galloping Tiger LLC Location: Delray Beach, FL Investment Related Activity: No Start Date: 11/16/2023 Role: General Partner/Managing Member Duties: The LLC was created to hold rental property that I inherited. My role is member along with my siblings, I will work with our renter, update property needs, pay taxes on property, It is a commercial building that rents to a golf cart company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-09 |
| S65 | Uniform Investment Adviser Law Examination | 1997-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-22 |
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