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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-22 |
| SC | RA | APPROVED | 2022-03-14 |
| TX | RA | APPROVED_RES | 2008-04-03 |
| IN | RA | APPROVED | 1998-12-15 |
Branch Locations
7300 Eagle Crest Blvd, Evansville, IN 47715 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Evansville | IN | 10/1984 | Present |
| Bank Of America,N.A. | Evansville | IN | 06/2011 | Present |
I*132195 For profit or not for profit: For-Profit Organization Name of outside business organization: IAM4IU2 LLC Investment related: N Address of business: Newburgh, Indiana 47630 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 8/1/2018 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Our family owns multiple timeshare weeks. whenever we cannot use them personally we will attempt to rent them via the internet.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-04 |
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