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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-10-19 |
| TX | RA | APPROVED | 2017-03-16 |
| CT | RA | APPROVED | 2016-01-29 |
Branch Locations
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 12/2015 | Present |
| Bank Of America, N.A. | Garden City | NY | 04/2016 | Present |
I*1774267, Entity Type: For Profit, Name: P. T. Consulting Address: Jupiter, FL, 33458 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/08/2024 No Hours: 5 Weekly No Hours during trading: 0 Duties: Consulting I*2521273, Entity Type , Name of OBA: Rental Property 2 Address: JupiterFlorida33458 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 07/15/2025 No Hours: 0 No Hours during trading: 0 Duties: Co-owner with other family members of rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-06 |
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