Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-11-17
TX RA APPROVED 2017-08-28
FL RA APPROVED 2017-04-18
  • GA RA
    APPROVED
    Since 2020-11-17
  • TX RA
    APPROVED
    Since 2017-08-28
  • FL RA
    APPROVED
    Since 2017-04-18

Branch Locations

Boca Raton, FL • United States

1 Town Center Rd, Boca Raton, FL 33486 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Plantation FL 02/2017 Present
Unemployed Augusta GA 02/2016 02/2017
Bank Of America, N.A. Plantation FL 03/2017 Present
Other Businesses

I*111241 For profit or not for profit: For-Profit Organization Name of outside business organization: Fiorenza Lavelle LLC Investment related: N Address of business: Fort Lauderdale, Florida 33304 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 12/27/2017 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: Lease property for a Bar/Restaurant I*1556313 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Augusta, Georgia, 30909, United States Nature of business: Position, title, association: Sole owner, Start date of relationship: 10/1/2016 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 2 Duties: , I*1558287 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: Augusta, Georgia, 30909, United States Nature of business: Position, title, association: Sole owner, Start date of relationship: 6/1/2023 Number of hours devoted: 15 hour(s) Yearly Number of hours devoted during trading hours: 5 Duties: ,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-13
  • S66 Uniform Combined State Law Examination
    2017-04-13
Other Names
  • Carleena Fiorenza

View on SEC IAPD

More in Boca Raton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor