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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-19 |
| TX | RA | APPROVED | 2018-10-18 |
Branch Locations
789 Sw Federal Hwy Ste 102, Stuart, FL 34994 • United States
Jensen Beach, FL • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 04/2009 | 10/2018 |
| Bank Of America, N.A. | Stuart | FL | 11/2009 | 10/2018 |
| Rbc Capital Markets, Llc | Stuart | FL | 10/2018 | Present |
| City National Bank | Stuart | FL | 07/2019 | Present |
(1) 1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: RUTH WOODBURY 3.INVESTMENT RELATED: Y 4.ADDRESS OF BUSINESS: 160 SE ST LUCIE BLVD #A202, STUART, FLORIDA 34996 5.NATURE OF BUSINESS: OTHER,POA 7.POSITION, TITLE, ASSOCIATION: OTHER, POWER OF ATTORNEY 8.START DATE OF RELATIONSHIP: 10/19/2009 9.NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY 10.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 11.DUTIES: POA OVER MOTHER'S FINANCIAL AFFAIRS (2)1.FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: ECKANKAR 3.INVESTMENT RELATED: N 4.ADDRESS OF BUSINESS: P.O. BOX 2000, CHANHASSEN, MINNESOTA 55317 5.NATURE OF BUSINESS: CHARITABLE ORGANIZATION, 7.POSITION, TITLE, ASSOCIATION: FIDUCIARY, 8.START DATE OF RELATIONSHIP: 3/25/2013 9.NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY 10.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 11.DUTIES: BOARD FOR CHURCH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1979-11-30 |
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