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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-08-22
  • FL RA
    APPROVED
    Since 2016-08-22

Branch Locations

701 Brickell Ave, Miami, FL 33131 • United States

22 Bull St, Savannah, GA 31401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 04/2016 Present
Bank Of America, N.A. Palm Beach FL 04/2016 Present
Previous Registrations
  • 2012-08-21 → 2016-04-01
    Singer Xenos Schechter Sosler Wealth Management
    Coral Gables, FL
Other Businesses

I*930265 For profit or not for profit: Entity For Profit Name of outside business organization: ANMF1 LLC Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 8/1/2022 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: , Investing in residential real estate for rental income and fix and flips. I*1748297 Entity Type: For Profit Name of OBA: BL Media LLC Address:Hollywood, FL Investment Related:No Position, Title, Association:Other Start Date:09/14/2021 No Hours: Yearly No Hours during trading:0 Duties:None - I was added in error and awaiting amendment to be filed. This entity was formed for an SEO online marketing company. I have no affiliation to the business or entity and working to get this cleared up.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-08-18
S65 Uniform Investment Adviser Law Examination 2012-07-18
  • S63 Uniform Securities Agent State Law Examination
    2016-08-18
  • S65 Uniform Investment Adviser Law Examination
    2012-07-18
Other Names
  • Marc Freitag
  • Marc Fred Freitag
  • Marc F Freitag

View on SEC IAPD

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