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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-27 |
| FL | RA | APPROVED | 2014-10-17 |
Branch Locations
13250 University Center Blvd, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Myers | FL | 07/2014 | Present |
| Bank Of America, N.A. | Fort Myers | FL | 12/2014 | Present |
I*79608 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: UNITED WAY OF LEE, HENDRY, GLADES AND OKEECHOBEE INVESTMENT RELATED: N ADDRESS OF BUSINESS: FORT MYERS, FLORIDA 33916 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 3/19/2015 NUMBER OF HOURS DEVOTED: 8 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5 DUTIES: UNITED WAY IS A CHARITIABLE ORGANIZATION. MY RESPOSIBILITY IS AS PART OF A TEAM WHO DECIDES WHICH UNITED WAY PARTNERS ARE ALLOCATED WHAT FUNDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-15 |
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