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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-10 |
Branch Locations
521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | New York | NY | 06/2016 | 11/2016 |
| Ifc Personal Money Managers | New York | NY | 11/2016 | 01/2019 |
| Heron Wealth | New York | NY | 01/2019 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 04/2016 | 11/2016 |
NEW YORK STATE NOTARY PUBLIC (NON-INVESTMENT RELATED) COMMISSIONED IN WESTCHESTER COUNTY - LICENSE 1JE6338312 START DATE: 03/2016 TIME DEVOTED: APX 1 HOUR PER MONTH (NOT DURING SECURITIES TRADING HOURS)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-30 |
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