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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-08 |
| FL | RA | APPROVED | 2009-10-23 |
Branch Locations
14374 Narcoossee Rd, Orlando, FL 32832 • United States
6525 3Rd St, Rockledge, FL 32955 • United States
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 & Smith Incorporated | Merritt Island | FL | 10/2009 | Present |
| Bank Of America, Na | Celebration | FL | 12/2009 | Present |
I*505868For profit or not for profit: Entity For ProfitName of outside business organization: CR Wildlife ServicesInvestment related: NAddress of business: Orlando, Florida, 32827Nature of business: ["Sole Proprietorship"]Position, title, association: ["Owner"], Start date of relationship: 7/15/2021Number of hours devoted: 3 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Provide wildlife products and services. Primary wildlife game cameras and associated products along with consultation and installation and monitoring of the product and services associated with the game cameras and use. Responsibility Owner I*2704304, Entity Type: Entity Charitable, Name of OBA: McCormick Research Institute, Address: St. Cloud, Florida, 34771, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 10/01/2025, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: Board Member, To expand access to effective equine-assisted therapies for Veterans and individuals with special needs worldwide.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-11 |
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