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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-12-22 |
| PA | RA | APPROVED | 2014-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beaver | PA | 03/1998 | Present |
(1)Name of Business: Tesera LLC Address: 422 Wayne St, Beaver, PA, 15009, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 09/18/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner in an LLC that will own undeveloped real estate for potential future development
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-10 |
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