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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-08-03 |
| FL | RA | APPROVED | 2012-04-09 |
Branch Locations
601 E Atlantic Ave, Delray Beach, FL 33483 • United States
Boynton Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 04/2012 | Present |
| Bank Of America, N.A | Boca Raton | FL | 08/2012 | Present |
I*136101 For profit or not for profit: Non-Profit Organization Name of outside business organization: Jewish Federation of Palm Beach County Investment related: N Address of business: West Palm Beach, Florida 33409 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 2/5/2021 Number of hours devoted: 3 hour(s) Quarterly Number of hours devoted during trading hours: 1 Duties: Serve as a board member to hear about current activities and operations. Available to lend suggestions and commentary to best serve constituents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-06 |
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