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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-07 |
| FL | RA | APPROVED | 2019-05-15 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Miami | FL | 05/2017 | 05/2019 |
| Suntrust Investment Services,Inc. | Atlanta | GA | 06/2017 | 05/2019 |
| The Northern Trust Company | Miami | FL | 06/2013 | 05/2017 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 07/2017 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fl Lauderdale | FL | 05/2019 | Present |
| Bank Of America, N.A. | Fort Lauderdale | NY | 07/2019 | Present |
I*1776315 Entity For Profit Name of OBA: Plan P LLC Address: Miami Beach, Florida, 33139 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/03/2024 No Hours: 2 No Hours during trading: 0 Duties: This business entity will be a LLC that my husband and I own. I will be a passive member and he will be an active member. The business will be an online e-commerce store selling nutritional supplements. My husband will be responsible for day to day activities, etc. I will not be a w-2 employee, but it is reasonable to expect my husband and I will take funds (as compensation) from what is not being reinvested into the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-06 |
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