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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-25 |
| FL | RA | APPROVED | 2017-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 08/2015 | Present |
| Bank Of America, N.A. | Sarasota | FL | 02/2018 | Present |
I*2797291 Entity Type: For Profit Name of OBA: CBTB FAMILY LLC Address:Sheridan Wyoming Investment Related:No Position, Title, Association:General Partner/Managing Member Start Date:07/18/2025 No Hours: 1 Yearly No Hours during trading:0 Duties: Real Estate Holding and cryptocurrencies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-17 |
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