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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-11-19 |
| FL | RA | APPROVED | 2012-11-16 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
Coral Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 10/2012 | Present |
| Bank Of America, N.A. | Fort Lauderdale | FL | 02/2013 | Present |
I*: 2578287Entity Type: Rental Property Name of OBA: Rental Property 2Address: Coral Springs, FL 33067Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 07/01/2025Number of Hours: 1 hr annuallyNumber of Hours during trading: 0 Duties: Co-owner with other family members of rental property I*4584282 Entity Type: N/A Name of OBA: Coral Creek Replat 3 HOA Address: coral springs, Florida, 33065 Investment Related: No Position, Title, Association: Officer Employee Start Date: 05/04/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: HOA Board Governance President of HOA Board. 1 of 5 board members, NON PAYING Volunteer position to make decisions on HOA operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-04 |
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