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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-06-24 |
| TX | RA | APPROVED | 2013-06-20 |
Branch Locations
1616 Concierge Blvd, Daytona Beach, FL 32117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Daytona Beach | FL | 06/2013 | Present |
| Bank Of America, N.A. | Daytona Beach | FL | 06/2022 | Present |
I*110956 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: O'DONNELL HOLDINGS, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: PALM COAST, FLORIDA 32137 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 12/11/2017 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MY FIANCE' IS IN REAL ESTATE, AND THIS LLC WAS CREATED FOR TAX PURPOSES FOR HIS REAL ESTATE INCOME. THE PURPOSE OF ADDING ME TO THE BUSINESS AS A MANAGER IS FOR INHERITANCE AND TAX BENEFIT PURPOSES, AND I WILL HAVE MINIMAL INVOLVEMENT IN THE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-22 |
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