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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-25 |
| TX | RA | APPROVED_RES | 2009-02-03 |
| FL | RA | APPROVED | 2005-12-14 |
Branch Locations
West Jefferson, OH • United States
19495 Biscayne Blvd, Aventura, FL 33180 • United States
Lake Placid, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aventura | FL | 11/2001 | Present |
| Bank Of America, N.A. | Aventura | FL | 07/2015 | Present |
I*: 2481271Entity Type: Rental Property Name of OBA: Rental Property 1Address: Lake Placid, FL 33852Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 6/1/2025Number of Hours: 0Number of Hours during trading: 0 Duties: Co-owner of rental property I*3090275, Entity Type: Entity For Profit, Name of OBA: Bucksters LLC, Address: Aventura, Florida, 33852, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 10/30/2025, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: pay for expenses like stall rentals, shows, medical needs etc. Created the LLC to structure the ownership of a performance horse.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-21 |
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