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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-10 |
| FL | RA | APPROVED | 2020-01-27 |
Branch Locations
200 Central Ave, Saint Petersburg, FL 33701 • United States
Parrish, 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 |
|---|---|---|---|---|
| Hancock/Whitney Bank | Tampa | FL | 03/2015 | 01/2020 |
| Hancock/Whitney Investment Services, Inc. | Tampa | FL | 05/2017 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakeland | FL | 01/2020 | Present |
| Bank Of America, N.A. | Lakeland | FL | 02/2020 | Present |
I*129639For profit or not for profit: For-Profit OrganizationName of outside business organization: House Family HomesteadInvestment related: NAddress of business:Parrish, Florida 34219Nature of business: Sole Proprietorship,Position, title, association: Owner, Start date of relationship: 1/1/2018Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: I have an LLC which was established for agricultural exemptions purposes for my personal land. This was needed by the county to apply for my green belt exemption. I own some cattle and run income and expenses for the cattle through this. I*1502263, Entity Type: Entity Governmental, Name of OBA: Merrill Lynch Wealth Management Center, Address: St. Petersburg, Florida, 33701, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 09/26/2023, No Hours: 10 Yearly, No Hours during Trading: 10 Yearly, Duties: Chairman of the board. Subcommittee focuses on experiential learning. This includes encouraging worksite visits, attendance at career fairs and networking events, Supporting the development of young people in the business world
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-29 |
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