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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1990-06-19 |
| FL | RA | APPROVED | 1985-07-30 |
Branch Locations
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 | Aventura | FL | 05/1985 | Present |
| Bank Of America, N.A. | Aventura | FL | 10/2009 | Present |
I*44300 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JEWISH NATIONAL FUND INVESTMENT RELATED: N ADDRESS OF BUSINESS: 35 E. 69TH ST, NEW YORK, NEW YORK 10021 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 9/16/2011 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 4 DUTIES: JEWISH NATIONAL FUND IS A VERY LARGE CHARITABLE ORGANIZATION WHOSE PRIMARY ACTIVITIES INVOLVE PROJECTS IN ISRAEL. THE BOARD HAS OVER 30 PEOPLE THAT SERVE FROM ALL OVER THE USA. THE CHAIRMAN OF THE BOARD IS RONALD LAUDER. I AM VICE PRESIDENT FOR ISRAEL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-17 |
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