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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-14 |
| FL | RA | APPROVED | 2014-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 06/2013 | Present |
| Bank Of America N.A. | Winter Park | FL | 12/2014 | Present |
I*1240305For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Oviedo, Florida, 32765Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 4/4/2023Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0 I*4641269 Entity Type: Entity For Profit Name of OBA: The Little Bean Address: Oviedo, Florida, 32765 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/05/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Children's Story Publication Story by Michael Glantz
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-14 |
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