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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-01-31 |
| FL | RA | APPROVED | 2008-01-24 |
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 : 7691 | Delray Beach | FL | 01/2008 | Present |
| Bank Of America, Na | Delray Beach | FL | 09/2009 | Present |
I*33674 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PALM BEACH COUNTY MEDICAL SOCIETY SERVICE BOARD INVESTMENT RELATED: N ADDRESS OF BUSINESS: 3540 FOREST HILL BLVD, #101 WEST PALM BEACH, FLORIDA 33406 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 4/10/2007 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DIRECTOR/BOARD MEMBER NON PROFIT FOR IDENTIFYING MEDICAL ASSISTANCE FOR THE NEEDY I*81263 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MOUNTS BOTANICAL GARDENS INVESTMENT RELATED: N ADDRESS OF BUSINESS: 559 N. MILITARY TRAIL, WEST PALM, FLORIDA 33415 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 3/23/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: NON PROFIT BOTANICAL GARDEN, TEACHING MASTER GARDNERS CLASSES AND HOSTING VARIOUS HORTICULTE SPECIALY CLUB MEETINGS NIGHTLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-27 |
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