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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-09 |
| FL | RA | APPROVED | 2017-06-30 |
Branch Locations
1190 W Marion Ave, Punta Gorda, FL 33950 • United States
Port Charlotte, FL • United States
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 | Punta Gorda | FL | 02/2017 | Present |
| Arcadia Amoco (Marathon) | Arcadia | FL | 01/2014 | 02/2017 |
| Bank Of America, N.A. | Punta Gorda | FL | 08/2017 | Present |
I*3048268 Entity Type: Not for Profit Name of OBA: GRADY WHITE CLUB Address: Port Charlotte, FL 33953 Investment Related: No Position, Title, Association: EVENT Coordinator Employee Start Date: 01/01/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: BOAT CLUB THAT HOST BOATING EVENTS SUCH AS BEACH DAYS, HOLIDAY PARTIES FOR Boat Owners. EVENT Coordinator
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-28 |
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