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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-05-18 |
| FL | RA | APPROVED | 2004-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Merritt Island | FL | 06/2004 | Present |
| Bank Of America, N.A. | Rockledge | FL | 06/2011 | Present |
I*28303 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOY SCOUTS OF AMERICA - CENTRAL FLORIDA COUNCIL INVESTMENT RELATED: N ADDRESS OF BUSINESS: 1951 S. ORANGE BLOSSOM TRAIL, APOPKA, FLORIDA 32703 NATURE OF BUSINESS: OTHER,EXECUTIVE BOARD POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 6/1/2005 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: NON-PROFIT YOUTH ORGANIZATION FOR THE CHARACTER EDUCATION OF YOUTH. I AM ON THE EXECUTIVE COMMITTE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-26 |
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