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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-21 |
| DE | RA | APPROVED | 2014-05-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rehoboth Beach | DE | 02/2014 | Present |
| Bank Of America, N.A. | Rehoboth Beach | DE | 07/2014 | Present |
I*1525257, Entity Type: Entity Not For Profit, Name of OBA: BNI Rehoboth II, Address: Rehobooth Beach, Delaware 19971, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 10/11/2023, No Hours: 1, No Hours during trading: 0, Duties: This is not a for-profit business or an entity in which I have ownership or receive compensation. This is a not-for-profit business networking group that I joined for business development and prospecting. Each year members are asked to volunteer for various leadership positions to manage the chapter activities for the upcoming year. I have assumed the role of chapter President for 2024. My role does not involve access too or management of chapter finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-24 |
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