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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-12 |
Branch Locations
101 E Kennedy Blvd, Tampa, FL 33602 • United States
22 Bull St, Savannah, GA 31401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 04/2017 | Present |
| Bank Of America, N.A. | Tampa | FL | 04/2017 | Present |
| Fifth Third Bank | Tampa | FL | 10/2015 | 04/2017 |
I*1937270, Entity Type, Entity for Profit, Name of OBA: New Fortuna Ventures LLC, Address: Tampa, FL, 33611, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 01/15/2024, No Hours: 4hrs/Mo, No Hours during trading: 0, Duties: Investor - part owner; review new toys that will be provided within ecommerce store. I*2460261, Entity Type: Entity Charitable, Name of OBA: Junior Achievement of Tampa Bay , Address: Tampa, Florida, 33613, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 06/02/2025, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: Board Member - Strategic input of organization direction
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-09 |
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