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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-10 |
| FL | RA | APPROVED | 2018-07-05 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
1 Town Center Rd, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 05/2017 | Present |
| Pnc Wealth Management | Fort Lauderdale | FL | 04/2016 | 05/2017 |
| Bank Of America, N.A. | Fort Lauderdale | FL | 05/2018 | Present |
I*, 2159273 Entity Type: Trust for benefit of my nephew Name of OBA: M B M Irrv Trust Address: Boca Raton, FL 33496 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 10/23/2024 No Hours: 0No Hours during trading: 0 Duties: trustee I*2172306, Entity Type: , Name of OBA: C R M JR TTEE U/A DTD 01/10/2025 BY L A M , Address: Boca Raton, Florida, 33486, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 22-Jan-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-18 |
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