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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-04-17 |
| FL | RA | APPROVED | 2014-09-22 |
Branch Locations
13250 University Center Blvd, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Myers | FL | 06/2014 | Present |
| Bank Of America, N.A. | Fort Myers | FL | 11/2014 | Present |
I*: 2147258Entity Type: CharitableName of OBA: United WayAddress: Fort Myers, FL 33908Investment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 01/01/2025Number of Hours: 8 hrs annuallyNumber of Hours during trading: 2 hrs annually Duties: The Charity collects money from the community and then allocates it to charities that need it. On an Allocations committee. Review grant requests and give options for the board to consider for funding. I*3794265 Entity Type: N/A Name of OBA: Gulf harbour Yacht club Address: Fort Myers, Florida, 33908 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/31/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: The Gulf Harbour Yacht Club was formed in 1996 as a cruising and social club for boaters already living and/or having their boats moored in Gulf Harbour. Located within the Gulf Harbour community, the Yacht Club is a separate entity from the Gulf Harbour Marina and the Gulf Harbour Country Club. Webmaster. Keep online data base of members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-18 |
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