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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-07-02 |
| FL | RA | APPROVED | 2011-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 04/2011 | Present |
| Bank Of America, N.A. | Sarasota | FL | 07/2011 | Present |
I*10199 For profit or not for profit: Name of outside business organization: Rental Investment related: Address of business: Lakewood Ranch, Florida 34211 Nature of business: Position, title, association: Start date of relationship: 12/1/2020 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties: I*1476264 For profit or not for profit: Entity For Profit Name of outside business organization: PBE30 Enterprises LLC Investment related: N Address of business: Bradenton, Florida, 34210, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 1/1/2024 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , This is a rental property for investment purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-14 |
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