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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-16 |
| FL | RA | APPROVED | 2015-01-05 |
Branch Locations
250 S Park Ave, Winter Park, FL 32789 • United States
22 Bull St, Savannah, GA 31401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 08/2014 | Present |
| Bank Of America, N.A. | Winter Park | FL | 10/2007 | Present |
I*541315For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Ocala, Florida, 34476Nature of business: Position, title, association: Sole owner, Start date of relationship: 12/1/2021Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , I*2100365, Entity Type: Fiduciary, Name of OBA: L E, Address: Miami , Florida, 33173, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 22-Nov-2024, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4836303, Entity Type: , Name of OBA: Estate of L E, Address: Miami, Florida, 33173, Investment Related: N, Position, Title, Association: Administrator, Employee Start Date: 07/07/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-26 |
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