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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-10 |
| FL | RA | APPROVED | 2015-07-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 03/2015 | Present |
| Bank Of America, N.A. | Sarasota | FL | 06/2015 | Present |
I*: 2259286 Entity Type: School, College or University Name of OBA: USF Sarasota-Manatee Muma College of Business Advisory Board Address: Sarasota, FL 34243 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 5/15/2025 Number of Hours: 15 hrs annually Number of Hours during trading: 8 hrs annually Duties: Provide creative and analytical feedback relevant to the local business community, be open to mentorships or speaking at a class, and to assist USFSM COB in its pursuit of student success, innovation, and community engagement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-07 |
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