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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-08-01 |
| FL | RA | APPROVED | 2011-07-20 |
Branch Locations
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410 • United States
900 S Us Highway 1, Jupiter, FL 33477 • United States
2301 Se Monterey Rd, Stuart, FL 34996 • United States
660 Beachland Blvd, Vero Beach, FL 32963 • United States
Tequesta, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 08/2009 | Present |
I*123131 For profit or not for profit: Non-Profit Organization Name of outside business organization: Leukemia Lymphoma Society Investment related: N Address of business: west palm beach, Florida 33407 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 6/1/2019 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Palm beach Chapter Board Member I*: 1754265 Entity Type: Name of OBA: Turtle River Education Foundation Address: Investment Related: No Position, Title, Association: general board member Employee Start Date: Number of Hours: Number of Hours during trading: Duties: will participate in general board activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-18 |
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