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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-27 |
| FL | RA | APPROVED | 2023-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | Boyton Beach | FL | 08/2014 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Palm Beach | FL | 02/2023 | Present |
| Bank Of America N.A | West Palm Beach | FL | 02/2023 | Present |
| University Of Iowa | Iowa City | IA | 08/2021 | 12/2022 |
Name of the other business202 LYTTON CT LLCWhether the business is investment-relatedNOAddress of the other business202 LYTTON CT, WEST PALM BEACH, FL 33405Nature of the other businessYour positionMEMBERTitle, or relationship with the other businessMEMBERStart date of your relationship04/11/2021Approximate number of hours/month you devote to the other business5Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessRENTAL PROPERTY. MAINTAIN THE PROPERTY AND COLLECT RENT. I*2575382, Entity Type: , Name of OBA: Rental Property 1, Address: pompano, Florida, 33069, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 07/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-05 |
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