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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-08-17 |
| FL | RA | APPROVED | 2008-12-08 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • 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 | Fort Lauderdale | FL | 12/2008 | Present |
| Bank Of America, N.A. | Fort Lauderdale | FL | 11/2009 | Present |
I*2048326, Entity Type, Name of OBA: Rental Property 1, Address: Fort Lauderdale, FL, 33316, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 09/01/2024, No Hours: 1hr/Ann, No Hours during trading: 0, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-15 |
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