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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-03-02 |
| FL | RA | APPROVED | 2014-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pensacola | FL | 08/2014 | Present |
| Bank Of America, N.A. | Pensacola | FL | 10/2014 | Present |
I*1924278, Entity Type: Entity Charitable, Name of OBA: AK Suter Elementary PTA, Address: Pensacola, Forida 32503, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 07/21/2024, No Hours: 5, No Hours during trading: 1, Duties: Vice President of Membership - help facilitate parent and teacher membership in the school PTA I*2127259, Entity Type: Fiduciary, Name of OBA: MLPF& S CUST FPO A D M RRA FBO A D M, Address: Pensacola, Florida, 32503, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 13-Dec-2024, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*: 419180Entity Type: CharitableName of OBA: FIesta of Five FlagsAddress: Pensacola, FL 32502Investment Related: NoPosition, Title, Association: Board Member Employee Start Date: 8/18/2021Number of Hours: 75 hrs annuallyNumber of Hours during trading: 10 hrs annuallyDuties: Participate on Board of Governors and Executive Board (after work and during lunch hour). Participate in and volunteer at community events (all on weekends). I*2215292, Entity Type: , Name of OBA: M T M , Address: Pensacola, Florida, 32503, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 24-Feb-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*3944265, Entity Type: , Name of OBA: National League of Junior Cotillions, Address: Charlotte, North Carolina, 28224, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 03/04/2026, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: Serve on advisory board to assist with sending invitations and volunteering at lessons. Cotillion for elementary and middle school aged children to learn about etiquette.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-19 |
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