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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 1984-04-30 |
| TX | RA | APPROVED_RES | 1984-04-27 |
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 | Clearwater | FL | 03/1984 | Present |
| Bank Of America, N.A. | Clearwater | FL | 12/2009 | Present |
WATSON CENTER FOR VISUALLY IMPAIRED, PINELLAS COUNTY, FL. BOARD MEMBER SERVING ON INVESTMENT COMMITTEE. NO TIME DURING MARKET HOURS. I*572254 For profit or not for profit: Entity For Profit Name of outside business organization: alberta mceuen Investment related: N Address of business: odessa, Florida, 33556 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Other"], Start date of relationship: 10/28/2021 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: owner, As discussed with you for a number of years, I live on a horse farm for which, from time to time, I have income from someone who keeps his training horse/foals on my property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-03 |
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