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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-10-23 |
| TX | RA | APPROVED_RES | 2009-10-23 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
22 Bull St, Savannah, GA 31401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Ft. Lauderdale | FL | 10/2005 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 10/2009 | Present |
I*1826326, Entity Type: Charitable, Name of OBA: Second Chance Society Address: Fort Lauderdale, FL 33316 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/03/2024 No Hours: 2 hrs monthly No Hours during trading: 1 hr mthly Duties: Provides the tools, resources, and support to help local individuals find a fresh start.Board meetings, Executive Committee Member, Awareness. I*: 431260 Entity Type: Charitable Name of OBA: PACE CENTER FOR GIRLS OF BROWARD Address: Wilton Manors, FL 33311 Investment Related: No Position, Title, Association: Committee, Board Member Employee Start Date: 01/01/2004 Number of Hours: 3 hrs mthly Number of Hours during trading: 1 hr mthly Duties: Board Member, Committee Member various including event/strategic planning, Create Awareness of the Organization, Mentor New Board Members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-08 |
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