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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-03-19 |
| FL | RA | APPROVED | 1995-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 06/1993 | Present |
| Bank Of America,Na | Orlando | FL | 09/2009 | Present |
I*: 2609258Entity Type: Name of OBA: CCAddress: Longwood, Florida, 32779Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 07/09/2025No Hours: 1 yearlyNo Hours during trading: 1 yearlyDuties: I*3773266, Entity Type: , Name of OBA: Rental Property 1, Address: Hardeeville, South Carolina, 29927, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 08/01/2026, No Hours: 20 Yearly, No Hours during Trading: 5 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-03 |
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