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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-25 |
| FL | RA | APPROVED | 2018-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 01/2018 | Present |
| University Of Florida | Gainesville | FL | 01/2017 | 12/2017 |
| Bank Of America/Merrill Lynch | Miami | FL | 07/2017 | 08/2017 |
| University Of Florida | Gainesville | FL | 08/2014 | 12/2016 |
| Bank Of America, N.A. | Miami | FL | 04/2018 | Present |
I*128906 For profit or not for profit: Non-Profit Organization Name of outside business organization: Miami Gator Club Investment related: Address of business: Coral Gables, Florida 33134 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 8/1/2019 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The purpose of the entity is to help extend and enhance the brand of the University of Florida through planning local events and fundraising for local scholarships and causes. I*129498 For profit or not for profit: Non-Profit Organization Name of outside business organization: Galilee Baptist Church Investment related: Address of business: Zachary, Louisiana 70791 Nature of business: Other, Non-Profit Religious Corporation Position, title, association: Committee Member, Start date of relationship: 2/11/2020 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Member of Stewardship Committee, which helps to decide how tithes and offerings that are collected by the church should be spent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-04 |
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