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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-30 |
| FL | RA | APPROVED | 2023-02-27 |
Branch Locations
1974 Palm Beach Lakes Blvd, West Palm Beach, FL 33409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Springs | FL | 09/2016 | Present |
| Wells Fargo Bank | Delray Beach | FL | 12/2011 | 09/2016 |
| Bank Of America N.A. | Palm Springs | FL | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-10 |
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