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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-14 |
| FL | RA | APPROVED | 2022-02-15 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Oakland Park | FL | 07/2016 | 11/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland Park | FL | 07/2016 | 11/2019 |
| Mutual Of Omaha Investor Services | Coral Gables | FL | 11/2019 | 01/2022 |
| Mutual Of Omaha Insurance Company | Coral Gables | FL | 11/2019 | 01/2022 |
| Morgan Stanley Smith Barney Llc | Winter Park | FL | 01/2022 | Present |
*483038- URBAN UNITE, INC.; Investment related No; Miami, Florida; Retail/Online Stores; Sole Proprietor (proprietor, partner, officer, director, employee, trustee, agent); 05/2016; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-14 |
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