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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-08-12 |
| TX | RA | APPROVED | 2014-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clearwater | FL | 04/2014 | Present |
| Bank Of America, N.A. | Clearwater | FL | 04/2018 | Present |
I*1877288, Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Dunedin, FL 34698 Investment Related: No, Position, Title, Association: Co-owner with other family members Employee Start Date: 06/15/2024 No Hours: 1 hr weekly No Hours during trading:0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-08 |
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