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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-07-08 |
| FL | RA | APPROVED | 1995-11-20 |
Branch Locations
100 S Kentucky Ave, Lakeland, FL 33801 • United States
Lake Wales, FL • 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 | Lakeland | FL | 01/1994 | Present |
| Bank Of America, N.A. | Lakeland | FL | 07/2011 | Present |
I*557291 For profit or not for profit: Entity For Profit Name of outside business organization: Persimmon Creek Farm LLC Investment related: N Address of business: Lake Wales, Florida, 33898 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner","Other"], Start date of relationship: 10/21/2021 Number of hours devoted: 50 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: This LLC was set up at the direction of my CPA. The property is deeded in the name of my Revocable Trust and the Trust (not me) is the sole managing member of the LLC, Timber farm...management of the property I*123728 For profit or not for profit: For-Profit Organization Name of outside business organization: AM Acres LLC Investment related: N Address of business: Lake Wales, Florida 33898 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 1/1/2011 Number of hours devoted: 30 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Dairy Goat farm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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