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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2005-08-25 |
| TX | RA | APPROVED_RES | 2004-08-17 |
Branch Locations
355 Alhambra Cir, Coral Gables, FL 33134 • United States
355 Alhambra Cir Pbig-Florida Pwm Cg, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 04/1984 | Present |
| Bank Of America, N.A. | Miami | FL | 11/2009 | Present |
1.FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION2.NAME OF OUTSIDE BUSINESS ORGANIZATION: BERRY ISLAND TRUST3.INVESTMENT RELATED: N4.ADDRESS OF BUSINESS:GREAT HARBOUR CAY, 05.NATURE OF BUSINESS: CHARITABLE ORGANIZATION,7.POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, 8.START DATE OF RELATIONSHIP: 4/1/20139.NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY10.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 011.DUTIES: HOME OWNERS ASSOCIATION. I*129837For profit or not for profit: For-Profit OrganizationName of outside business organization: FRP LLCInvestment related: NAddress of business:miami, Florida 33143Nature of business: LLC,Position, title, association: Family Held, Start date of relationship: 2/1/2020Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Own property with wife I*3961282, Entity Type: , Name of OBA: THE DUTCH AT SEGOVIA CONDOMINIUM ASSOCIATION, INC., Address: coral Gables , Florida, 33134, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: Owner, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: attend yearly meeting , pay expenses ( insurance for building ). that is it. Home owners association , condo of 2 units .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-27 |
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