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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-11-10 |
| IN | RA | APPROVED | 2015-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Evansville | IN | 11/2014 | Present |
| Bank Of America, N.A. | Evansville | IN | 06/2022 | Present |
I*2935266, Entity Type: Entity For Profit, Name of OBA: Starfish Cove LLC, Address: Evansville, Indiana, 47714, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 09/23/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Maintaining Vacation Property, LLC Owns Vacation Property I*3866265 Entity Type: Entity For Profit Name of OBA: Windvane Bakery LLC Address: Evansville, Indiana, 47714 Investment Related: No Position, Title, Association: Owner Employee Start Date: 03/02/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0, Monthly Duties: At home bakery Baking items for resale
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-27 |
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