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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-14 |
| FL | RA | APPROVED | 2022-11-08 |
Branch Locations
1616 Concierge Blvd, Daytona Beach, FL 32117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 07/2022 | Present |
| Bank Of America, N.A. | Orlando | FL | 07/2022 | Present |
| University Of Miami | Coral Gables | FL | 08/2017 | 05/2021 |
| University Of Miami | Coral Gables | FL | 08/2021 | 05/2022 |
| Unemployed | Ormond Beach | FL | 09/2012 | 08/2017 |
I*: 2160273 Entity Type: Governmental Name of OBA: City of Ormond Beach Aviation Advisory Board Address: Ormond Beach, FL 32174 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/10/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: The purpose of this entity is to assist in the growth and development of KOMN, Ormond Beach Municipal Airport, located in Ormond Beach, Florida. Flying as a hobby for over 10 years, and holding an FAA commercial pilot's license with an instrument and multi-engine rating. Responsibilities will include attending periodic board meetings, and proposing numerous ideas to the board and city of Ormond Beach for any changes/ growth plans for KOMN. I*: 2239297 Entity Type: Civic League or Social Welfare Organization Name of OBA: Volusia Young Professionals Group Address: Daytona Beach, FL 32114 Investment Related: No Position, Title, Association: Treasurer Employee Start Date: 04/02/2025 Number of Hours: 10 hrs mthly Number of Hours during trading: 4 hrs mthly Duties: Elected treasurer for the board of VYPG. Starting in April of 2025. Responsible for reviewing the monthly budget for the non for profit. Entity purpose is to volunteer and assist local organizations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-04 |
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