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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-29 |
| TX | RA | APPROVED_RES | 1997-11-05 |
| MD | RA | APPROVED | 1995-08-24 |
Branch Locations
222 Lakeview Ave, West Palm Beach, FL 33401 • United States
North Palm Beach, 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 | Towson | MD | 01/1995 | Present |
| Bank Of America, N.A. | Towson | MD | 04/2011 | Present |
I*56865For profit or not for profit: For-Profit OrganizationName of outside business organization: M. G. HamexInvestment related: NoAddress of business: Bear, Delaware 19701Position, title, association: Owner,Start date of relationship: 8/20/2012Number of hours devoted: 0 Number of hours devoted during trading hours: 0Duties: Excavation Company will have 30% ownership. Kent will take ownership up to 49% I*1138267For profit or not for profit: Entity For ProfitName of outside business organization: RG Lot 78 LLCInvestment related: NoAddress of business: York, Pennsylvania, 17404Position, title, association: Limited partnerStart date of relationship: 1/16/2023Number of hours devoted: 0 Number of hours devoted during trading hours: 0Duties: Limited partner, This is a commercial real estate investment , of which I will be a limited partner by investing up to $1,000,000 for 50% ownership in this property. I*1270266For profit or not for profit: Entity For ProfitName of outside business organization: Spike 22 Holdings LLCInvestment related: NoAddress of business: Hunt Valley, Maryland, 21030Position, title, association: General Partner/Managing MemberStart date of relationship: 4/25/2023Number of hours devoted: 0 Number of hours devoted during trading hours: 0Duties: Member of LLC I*2263278, Entity Type: Fiduciary role Name of OBA: K L. P, Address: Hunt Valley, Maryland, 21030, Investment Related: No, Position, Title, Association: Power of Attorney, Employee State Date: 27-Mar-2025, No Hours: 1 hr Yearly, No Hours during Trading: 0 Yearly, Duties: Power of Attorney for daughter I*: 2480285Entity Type: Fiduciary roleName of OBA: K J..PAddress: Hunt Valley, Maryland, 21030Investment Related: NoPosition, Title, Association: Power of Attorney Employee Start Date: 5/20/2025Number of Hours: 1 hr annuallyNumber of Hours during trading: 0 Duties: Power of Attorney for son I*2744277, Entity Type: , Name of OBA: K J P, Address: Palm Beach Shores, Florida, 33404, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/15/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2746268, Entity Type: , Name of OBA: MLPF& S CUST FPO K J P RRA FBO K J P, Address: Palm Beach Shores, Florida, 33404, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/15/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*4754284, Entity Type: Entity For Profit, Name of OBA: SPIKE 22 HOLDINGS LLC , Address: York, Pennsylvania, 17401, Investment Related: N, Position, Title, Association: ["General Partner/Managing Member"], Employee Start Date: 01/06/2023, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: None. Just to invest in commercial real estate. To invest in commercial real estate buildings noy available through Merrill I*4780267, Entity Type: Entity For Profit, Name of OBA: Spike 23 Holdings LLC, Address: York, Pennsylvania, 17401, Investment Related: N, Position, Title, Association: ["General Partner/Managing Member"], Employee Start Date: 06/24/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Invest in Commercial Real Estate, Invest In commercial Real Estate Buildings not available through Merrill.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-26 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-12 |
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