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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-20 |
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2016-07-28 |
| CT | RA | APPROVED | 2012-01-13 |
Branch Locations
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Syosset | NY | 12/2011 | Present |
| Bank Of America, N.A. | Syosset | NY | 02/2012 | Present |
ENTITY TYPE: RENTAL: PROPERTY NAME: ISLAND EQUITY PROPERTIES LLC ADDRESS: SEAFORD, NY START DATE: 03/01/2005 HOURS DEVOTED: 1 HR MTHLY HOURS DEVOTED DURING TRADING HOURS: 0 POSITION; OWNER DUTIES; RENTAL PROPERTIES USED FOR RETIREMENT INCOME. I HAVE A PROPERTY MANAGEMENT GROUP THAT HANDLES THE EVERYDAY EXPENSES AND COLLECTIONS I*3252273 Entity Type: Charitable Name of OBA: African Orphan Educational Foundation Address: West Palm Beach, FL 33412 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/01/2026 Number of Hours: 2, Weekly Number of Hours during trading: 2, Weekly Duties: Volunteering and giving back to community Helping group make decisions with programs and ideas
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-28 |
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