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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-22 |
| CO | RA | APPROVED | 2026-06-18 |
| FL | RA | APPROVED | 2026-06-18 |
| NY | RA | APPROVED | 2026-06-18 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
One Bryant Park, New York, NY 10036 • United States
300 Broadhollow Rd, Melville, NY 11747 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2022 |
| Wells Fargo Clearing Services, Ll | Fort Lauderdale | FL | 09/2022 | 06/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 06/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2026 | Present |
THE SAVVY FAMILY PARTNERSHIP LLLP, INV RELATED, FT. LAUDERDALE, FL, 100% OWNERSHIP, START 4/17/1998, 1 HOUR PER MONTH, .25 HOURS DURING TRADING, HOLDS PERSONAL INVESTMENTS.SAVVY MANAGEMENT GROUP LLC, INV RELATED, PLANTATION, FL, 100% OWNERSHIP, START 6/16/2005, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDING COMPANY FOR FAMILY INVESTMENTS FROM THE SAVY FAMILY PARTNERSHIP LLLP.RENTAL PROPERTY, INV RELATED, NEW YORK, NY, 49% OWNERSHIP, START 9/1/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING.HOUSE OF ELLIE LLC, INV RELATED, PLANTATION, FL, 49% OWNERSHIP, START 12/27/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS REAL ESTATE. I*4761274, Entity Type: , Name of OBA: The S family trust , Address: Plantation, Florida, 33324, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 08/29/2024, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*4767269, Entity Type: Entity For Profit, Name of OBA: HOUSE OF E LLC, Address: New York, New York, 10003, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 12/27/2021, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: None Passive investor, Rent Condo with Liability protect
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1981-08-03 |
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