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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-08-14 |
| FL | RA | APPROVED | 2009-01-16 |
Branch Locations
1100 Canal St, The Villages, FL 32162 • United States
Lady Lake, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | The Villages | FL | 09/2008 | Present |
| Bank Of America, N.A. | The Villages | FL | 05/2011 | Present |
I*2466312, Entity Type: not for profit , Name of OBA: Tri-County Estate Planning Council of The Villages, Address: Lady LakeFlorida32159 Investment Related: N, Position, Title, Association: general member of the council, Employee State Date: 15-May-2025, No Hours: 1 monthly , No Hours during Trading: 0 , Duties: Simply joining the council, to get to know other local Financial Professionals, CPAs, Attorneys, etc. Many other Merrill Advisors in my office are already on the council, and T B, is the current President.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-07 |
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