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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2015-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lafayette | LA | 10/1991 | Present |
| Bank Of America, Na | Lafayette | LA | 12/2009 | Present |
I*135739 For profit or not for profit: For-Profit Organization Name of outside business organization: Palmate LLC, DBA Florida Extracts LLC Investment related: Address of business:Tavares, Florida 32778 Nature of business: LLC, Compensation for Activity: Position, title, association: Consultant, Start date of relationship: 2/2021 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: Duties: Sales consulting. I will help to organize and plan sales activity for the business. This includes marketing initiatives, sales calls, CRM management, etc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-04-22 |
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