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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| FL | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | West Palm Beach | FL | 01/2016 | 02/2025 |
| Wells Fargo Clearing Services, Llc | West Palm Beach | FL | 04/2018 | 02/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 02/2025 | Present |
| Bank Of America, N.A. | Palm Beach | FL | 03/2025 | Present |
I*2479266, Entity Type: , Name of OBA: Rental Property 1, Address: West Palm Beach, Florida, 33411, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 06/15/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-04 |
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