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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-09 |
| FL | RA | APPROVED | 2019-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wurzel Agency | Oviedo | FL | 10/2011 | 09/2016 |
| Frezza Tax And Financial Svcs/Asset Architects, Inc/Ati Professi | Oviedo | FL | 10/2016 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rockledge | FL | 09/2019 | Present |
| Wykenn Llc | Oviedo | FL | 06/2015 | 10/2016 |
| Bank Of America, N.A. | Rockledge | FL | 10/2019 | Present |
I*: 3019273 Entity Type: Fiduciary role Name of OBA: The H. Family Trust Address: Titusville, FL 32820 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/17/2025 Number of Hours: 2 hrs annually Number of Hours during trading: 0 Duties: Co-Trustee/ Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-23 |
| S65 | Uniform Investment Adviser Law Examination | 2016-09-29 |
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