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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-18 |
| FL | RA | APPROVED | 2024-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 07/2000 | 02/2023 |
| Rockefeller Financial Llc | Winter Park | FL | 02/2023 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Mary | FL | 11/2024 | Present |
| Homemaker | Casselberry | FL | 05/2023 | 11/2024 |
I*: 386402 Entity Type: For Profit Name of OBA: Continental Resources Address: Oklahoma City, OK 73102 Investment Related: No Position, Title, Association: Family Held Employee Start Date: 02/28/2018 Number of Hours: 0 Number of Hours during trading: 0 Duties: Acreage owned and Continental Resources is doing exploratory drilling for gas and oil and the funds are royalties from the findings Amount will and have varied
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-19 |
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