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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-02 |
| FL | RA | APPROVED | 2023-04-04 |
Branch Locations
2309 James L Redman Pkwy, Plant City, FL 33563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakeland | FL | 04/2019 | Present |
| Total Quality Logistics | Tampa | FL | 06/2018 | 01/2019 |
| Erudito / Eigen Prep | Quito | 03/2015 | 03/2018 | |
| Valdivia | Quito | 11/2012 | 01/2018 | |
| Bank Of America, N.A. | Lakeland | FL | 02/2025 | Present |
I*1430271 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: lithia, Florida, 33547, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 8/15/2023 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-31 |
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