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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-10 |
| TX | RA | APPROVED | 2022-05-02 |
Branch Locations
3455 Peachtree Rd Ne Division - Southeast, Atlanta, GA 30326 • United States
250 International Pkwy, Lake Mary, FL 32746 • United States
4705 S Apopka Vineland Rd, Orlando, FL 32819 • United States
Apopka, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Virginia Beach | VA | 06/2007 | 07/2018 |
| Morgan Stanley | Virginia Beach | VA | 08/2018 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith | Orlando | FL | 04/2022 | Present |
I*878244, Name of OBA: Rental Property 1 Address: Virginia Beach, VA Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 7/1/2022 No Hours: 1 Yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-23 |
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