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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-13 |
| FL | RA | APPROVED | 2022-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Englewood | FL | 04/2019 | Present |
| Bank Of America N.A. | Englewood | FL | 04/2019 | Present |
| Hillsborough Community College | Tampa | FL | 08/2020 | 05/2021 |
| Angels Senior Living | Sarasota | FL | 03/2021 | 03/2021 |
| State College Of Florida | Sarasota | FL | 08/2014 | 05/2020 |
| Best Buy | Sarasota | FL | 09/2015 | 04/2019 |
I*: 2056322 Entity Type: CharitableName of OBA: EDUCATION FOUNDATION OF SARASOTA COUNTY, INC.Address: Sarasota, FL 34231Investment Related: NoPosition, Title, Association: Committee member ,Board MemberEmployee Start Date: 11/11/2024Number of Hours: 2 hrs mthlyNumber of Hours during trading: 0Duties: They are exclusively dedicated to supporting students and teachers in Sarasota County Schools. They have multiple programs such as mentoring program for students as well as workshops for local teachers. Expected responsibilities for internal affairs committee would be to ensure the foundation has an independent audit of its financial statements annually, recommends the independent auditors for full board approval, receives the audit report and any other reports relating to the audit, and reports the auditors findings and recommendations to the board. I*5489273 Entity Type: Name of OBA: The Greater Sarasota Chamber of Commerce, Address: Sarasota, FL, 34236, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 11/01/2026, No Hours: 6 Yearly, No Hours during Trading: 6 Yearly, Duties: To drive innovation, foster community growth, and champion their mission and Purpose from website: The Greater Sarasota Chamber of Commerce works to cultivate Sarasota's prosperity and quality of life through our member businesses. The voice of business – creating bold opportunities and solutions for our community. he is in a air bnb
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-21 |
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