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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-06 |
| VI | RA | APPROVED | 2012-04-02 |
| FL | RA | APPROVED | 2007-05-16 |
Branch Locations
101 E Kennedy Blvd Pbig - Florida Pwm Tampa, Tampa, FL 33602 • United States
101 E Kennedy Blvd, Tampa, FL 33602 • United States
200 S Biscayne Blvd Pbig - Florida Pwm, Miami, FL 33131 • United States
701 Brickell Ave Pbig - Florida Pwm Brickell, Miami, FL 33131 • United States
Lake Placid, FL • 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 | 05/1991 | Present |
I*: 2658290Entity Type: Sole ownerName of OBA: Rental Property 1Address: Lake Placid, FL 33852Investment Related: NoPosition, Title, Association: Sole ownerEmployee Start Date: 08/01/2025Number of Hours: 1 hr annuallyNumber of Hours during trading: 0Duties: Sole owner rental property I*3091266, Entity Type: Entity For Profit, Name of OBA: Bucksters, LLC., Address: Lake Placid, Florida, 33852, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 12/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I will have financial responsibilities for the maintenance and care for our horse. Duties are largely administrative such as bill paying. LLC formed to hold and manage personal horse ownership. Members will be myself and my spouse only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-25 |
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