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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-03-22 |
| FL | RA | APPROVED | 2000-01-03 |
Branch Locations
355 Alhambra Cir, Coral Gables, FL 33134 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 04/1999 | Present |
| Bank Of America, N.A. | Coral Gables | FL | 04/2015 | Present |
I*18556 For profit or not for profit: For-Profit Organization Name of outside business organization: Jewish Federation of South Palm Beach County Investment related: N Address of business: Boca Raton, Florida 33428 Nature of business: Charitable Organization, Position, title, association: Trustee, Start date of relationship: 4/15/2010 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Director/Board Member Umbrella orginzation to support local and international jewish organizations (feeding and clothing the poor, education,...)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 1996-02-27 |
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