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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2011-09-12 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ft Lauderdale | FL | 09/2011 | Present |
| Bank Of America, N.A. | Fort Lauderdale | FL | 12/2011 | Present |
I*: 2068277 Entity Type: Co-Op, HOA, Freehold Name of OBA: Oak Tree Homeowners Association Address: Fort Lauderdale, FL Investment Related: No Position, Title, Association: Member Employee Start Date: September 4, 2024 Number of Hours: 3 hours a month Number of Hours during trading: 0 Duties: My homeowners association composed of 58 residences I*: 2829294 Entity Type: Governmental Name of OBA: FXE Advisory Board Address: Fort Lauderdale, FL 33309 Investment Related: No Position, Title, Association: Non voting representative Employee Start Date: 09/26/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: My role is to report developments in the airport affecting the local residential communities in the city of Oakland Park.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-06 |
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