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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-31 |
| FL | RA | APPROVED | 2022-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Celebration | FL | 04/2016 | Present |
| Adidas America | Orlando | FL | 10/2015 | 04/2018 |
| Bank Of America, N.A. | Celebration | FL | 10/2022 | Present |
I*: 877243 Entity Type: Rental Property Name: Rental Property 1 Address: Orlando FL 32806 Position: Sole owner. Start date: 6/6/2022 Approximately 2 hours monthly Hours devoted during securities trading hours: 0 Duties: Collecting payment, some occasional cleaning and inspection I*: 2498322 Entity Type: Rental Property Name of OBA: Rental Property 3 Address: Orlando, Florida, 32806 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 6/30/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Collecting payment, some occasional cleaning and inspection
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-26 |
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