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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-19 |
| FL | RA | APPROVED | 2018-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Villages | FL | 08/2017 | Present |
| The Keyes Company | Stuart | FL | 05/2014 | 08/2017 |
| Bank Of America, N.A. | The Villages | FL | 07/2018 | Present |
Name: 702 Essex PSL, LLC NON investment- related Address: Port St. Lucie, FL 34984 The LLC was formed ONLY to hold title to my former residence located in Port St. Lucie, FL 34984 Managing member Date active 12/16/2013 No (0) hours devoted, no business activity. I have no duties or responsibilities I*: 2168297 Entity Type: Charitable Name of OBA: UF Health Spanish Plaines Hospital Auxiliary Foundation Address: The Villages, FL 32159 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 3/24/2025 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: Foundation committee member. Community engagement: acting as an ambassador, sharing the foundations story with community leaders.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-27 |
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