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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-02-24 |
| FL | RA | APPROVED | 2015-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vero Beach | FL | 10/2014 | Present |
| Bank Of America, N.A. | Vero Beach | FL | 01/2015 | Present |
I*81028 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: INDIAN RIVER LACROSSE INVESTMENT RELATED: N ADDRESS OF BUSINESS: VERO BEACH, FLORIDA 32962 NATURE OF BUSINESS: CHARITABLE ORGANIZATION POSITION, TITLE, ASSOCIATION: OTHER, I AM A COACH FOR ONE OF THE TEAMS 6HRS PER WEEK. START DATE OF RELATIONSHIP: 5/7/2015 NUMBER OF HOURS DEVOTED: 24 HRS ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: IRLAX IS A GROUP FOUNDED TO FOSTER A LOVE FOR THE SPORT OF LACROSSE IN YOUTHS OF INDIAN RIVER COUNTY, HOSTING DEVELOPMENTAL PROGRAMS FROM U-7 THROUGH U-17. MY RESPONSIBILITIES ARE TO HELP COACH ONE OF THE YOUTH TEAMS FOR 2-3 MONTHS A YEAR. I*508827 For profit or not for profit: Entity For Profit Name of outside business organization: Maria Uncorked LLC Investment related: N Address of business: Vero Beach, Florida, 32962 Nature of business: LLC Position, title, association: Other Start date of relationship: 11/12/2020 Number of hours devoted: 6 hrs Mthly Number of hours devoted during trading hours: 0 Duties: Iamanauthorizedrepresentativeonlywithbillpayingresponsibilities, YouTubecookingchannelonwhichmywifeMariaSegurateachespeoplewithnotimeornoskillhowtocook I*: 2148267 Entity Type: Charitable Name of OBA: United Way Indian River Cnty - Strategic Planning Committee Address: Vero Beach, FL 32960 Investment Related: No Position, Title, Association: Committee Employee Start Date: 01/09/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 6 hrs annually Duties: Fundraising committee I*: 2148266 Entity Type: Charitable Name of OBA: United Way of Indian River County - Development Committee Address: Vero Bch, FL 32960 Investment Related: No Position, Title, Association: Committed Employee Start Date: 01/09/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 6 hrs annually Duties: Fundraising committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-17 |
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