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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-18 |
| FL | RA | APPROVED | 2008-06-09 |
Branch Locations
4705 S Apopka Vineland Rd, Orlando, FL 32819 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 06/2008 | Present |
| Bank Of America,N.A. | Orlando | FL | 06/2011 | Present |
NEW REAL ESTATE PARTNERSHIP REAL ESTATE-WAREHOUSE NONE EQUAL PARTNERSHIP-COMMERCIAL REAL ESTATE SILVER KING PROPERTIES, LLC 9518 BLACK BEAR LANE WINTER GARDEN, FL 34787 REAL ESTATE ASAP NONE NONE MEMBER-LLC; WILL HOLD PROPERTY FOR LIABILITY PURPOSES. I*38435 For profit or not for profit: For-Profit Organization Name of outside business organization: Alpha Omega Chapter--Alpha Tau Omega Fraternity Investment related: No Address of business: Gainesville, Florida 32601 Nature of business: Corporation Position, title, association: Director Start date of relationship: 1/1/2010 Number of hours devoted: 2 hours Annually Number of hours devoted during trading hours: 0 Duties: Board member of my fraternity. Quarterly Board of Trustee Conference Calls. I*888241 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: No Address of business: Anna Maria, Florida, 34216 Position, title, association: Co-owner with other family members Start date of relationship: 6/15/2022 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Co owner of rental property I*: 2389311 Entity Type: Charitable Name of OBA: University of Florida Foundation Board Address: Gainesville, Fl 32603 Investment Related: No Position, Title, Association: Board member Employee Start Date: 08/01/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 0 Duties: To support The University of Florida and to promote institutional integrity, educational excellence, and financial stability.........responsibilities would be semiannual board meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-14 |
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