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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-10-13 |
| FL | RA | APPROVED | 2014-09-12 |
Branch Locations
2850 Nw 43Rd St, Gainesville, FL 32606 • United States
33451 Us Highway 19 N Global Human Resources- The Academy,, Palm Harbor, FL 34684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gainesville | FL | 02/2009 | Present |
I*1306267For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: RP, RP, RPNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 5/18/2023Number of hours devoted: 5 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , I*1306268For profit or not for profit: Name of outside business organization: Rental Property 2Investment related: NAddress of business: Hawthorne, FLNature of business: Rental PropertyPosition, title, association: Co-owner with other family members, Start date of relationship: 8/31/2023Number of hours devoted: 5 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , I*2876273 Entity Type: N/A Name of OBA: Rental Property 3 Address:keystone heights Florida Investment Related:No Position, Title, Association:Co-owner with other family members Start Date:01/2026 No Hours: 5 Yearly No Hours during trading:0 Yearly Duties:N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-09 |
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