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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-11 |
| FL | RA | APPROVED | 2021-06-11 |
Branch Locations
Coral Gables, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 09/2012 | 05/2019 |
| Bofa Securities, Inc. | Coral Gables | FL | 05/2019 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 07/2019 | Present |
I*84201FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: FRIENDS OF THE IDFINVESTMENT RELATED: NADDRESS OF BUSINESS:NORTH MIAMI BEACH, FLORIDA 33162NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: PARTICIPANT, START DATE OF RELATIONSHIP: 8/1/2013NUMBER OF HOURS DEVOTED: 1 HOUR MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FRIENDS OF THE IDF'S PRIMARY PURPOSE IS TO FUNDRAISE FUNDS TO BENEFIT IDF SOLDIERS IN ISRAEL. MY ROLE AS "TREASURER" IS TRULY IN TITLE ONLY AS A SENIOR BOARD MEMBER, BUT I DO NOT HAVE ANY RESPONSIBILITY OVER FUNDS, ACCOUNTING, BANKING, ETC. I*99957FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: SKYLAR MAI HEBREW MONTESSORI PTAINVESTMENT RELATED: NO ADDRESS OF BUSINESS:MIAMI, FLORIDA 33133 NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: PARTICIPANT, START DATE OF RELATIONSHIP: 11/10/2016NUMBER OF HOURS DEVOTED: 5 HOURS MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: MEMBER OF PRESCHOOL PTA - PARTICIPATE IN DECISION MAKING, FUNDRAISING, AND TEACHER APPRECIATION. I*: 2965278 Entity Type: Charitable Name of OBA: Scouting AmericaAddress: Irving, TX 75015 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 10/09/2025Number of Hours: 2 hrs wkly Number of Hours during trading: 0 Duties: Recruitment Chair I*4886276, Entity Type Entity Charitable, Name of OBA: Friends of the Underline Address: Miami Florida 33129 Investment Related: No Position, Title, Association: Committee,Board Member,Other Employee Start Date: 07/15/2026 No Hours: 5 Monthly No Hours during trading: 1 Monthly Duties: Vice Chair, o deliver and activate a 120-acre, first-class linear park spanning 10-miles below Miami¿s Metrorail that will transform regional mobility and celebrate diversity, culture and lifelong learning. Through innovative urban trails and creative programming, we are connecting people to their environment and each other to create a safe, healthy, equitable, and sustainable community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-19 |
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