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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-04 |
| TX | RA | APPROVED_RES | 2024-05-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clermont | FL | 07/2021 | Present |
| Encore Group Llc | Orlando | FL | 09/2017 | 07/2021 |
| Expedia Local Expert | Orlando | FL | 12/2016 | 09/2017 |
| University Of Central Florida- | Orlando | FL | 08/2016 | 06/2021 |
Name of the other business: Encore Event Technologies, IncWhether the business is investment-related: Not investment-relatedAddress of the other business: Lake Buena Vista, Florida, 32830,Nature of the other business: The nature of the entity is audio visual event equipment set up at hotels.Your position: Part-time Casual Technician (Employee)Title, or relationship with the other business: TechnicianStart date of your relationship: 11/2023 may be working after 04/2024Approximate number of hours/month you devote to the other business: 4-6hr/mo OccasionallyNumber of hours you devote to the other business during securities trading hours: 0Briefly describe your duties relating to the other business: My responsibility and duties are to set up the equipment for conference meetings I*1590259, Entity Type Entity For Profit, Name of OBA:encore event technologies inc Address: lake buena vista, FL Investment Related: No Position Employee, Title, Association: Employee Employee Start Date: 04/30/2024 No Hours: 45 Yearly No Hours during trading:4 Duties: The nature of the entity is audio visual event equipment set up at hotels. My responsibility is to set up the equipment for conference meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-12 |
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