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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-06-19 |
| FL | RA | APPROVED | 2009-09-09 |
| TX | RA | APPROVED | 2009-08-25 |
Branch Locations
601 E Atlantic Ave, Delray Beach, FL 33483 • United States
Hendersonville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 08/2009 | Present |
| Bank Of America, N.A. | Boca Raton | FL | 12/2009 | Present |
I*10924 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: Hendersonville, North Carolina 28739 Nature of business: , Position, title, association: , Start date of relationship: 3/1/2021 Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-24 |
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