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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-07-16 |
| FL | RA | APPROVED | 2014-08-05 |
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 | Palm Beach | FL | 04/2014 | Present |
| Bank Of America, N.A. | Palm Beach | FL | 09/2014 | Present |
I*2129303, Entity Type Entity Charitable, Name of OBA: Palm Beach Gardens Youth Athletic Association Address: Palm Beach Gardens Florida 33410 Investment Related: No Position, Title, Association: Director Employee Start Date: 01/01/2025No Hours: 1 monthly No Hours during trading: 0 Duties: Director role | Participate in monthly meetings supporting PBGYAA and all of its sports programs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-01 |
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