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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1984-02-16 |
| FL | RA | APPROVED | 1983-05-09 |
Branch Locations
200 Central Ave, Saint Petersburg, FL 33701 • United States
Clearwater, FL • United States
2 disclosure categories 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 | St Petersburg | FL | 10/1981 | Present |
| Bank Of America, N.A. | St Petersburg | FL | 12/2009 | Present |
I*77817 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: ST. PETERSBURG, FLORIDA 33702 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/8/1973 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: COLLECT RENT AND KEEP PROPERTY IN FINE CONDITION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-06 |
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