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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-09 |
| SC | RA | APPROVED | 2022-06-06 |
| TX | RA | APPROVED | 2012-11-07 |
| NC | RA | APPROVED | 2009-10-23 |
Branch Locations
707 N Main St, Hendersonville, NC 28792 • United States
1 Town Center Rd, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville | NC | 10/2009 | Present |
| Bank Of America, N.A. | Hendersonville | NC | 07/2011 | Present |
I*118564Entity Type: For-Profit OrganizationName of outside business organization: MKM VenturesInvestment related: NoAddress of business: Fletcher, NC 28732Position, title, association: Family HeldStart date of relationship: 10/1/2018Number of hours devoted: 1 hour MonthlyNumber of hours devoted during trading hours: 0Duties: LLC formed to own and hold a personal watercraft I*3706289, Entity Type: , Name of OBA: J M Trust, Address: Delray Beach, Florida, 33445, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/21/2026, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-08 |
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