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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-17 |
Branch Locations
One Bryant Park Gwim Chief Investment Office (Cio), New York, NY 10036 • United States
22 Bull St Gwim Chief Investment Office (Cio), Savannah, GA 31401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2024 | Present |
| Unemployed | West Palm Beach | FL | 05/2024 | 07/2024 |
| Fgcu Trio Student Support Services | Fort Myers | FL | 08/2023 | 05/2024 |
| Bank Of America - Merrill Lynch | New York | FL | 06/2023 | 08/2023 |
| Reebok | Fort Myers | FL | 11/2021 | 05/2022 |
| Target | Lake Park | FL | 05/2021 | 07/2021 |
| Hobby Lobby | Lake Park | FL | 03/2020 | 07/2020 |
| Suncoast Community High School | Riviera Beach | FL | 08/2016 | 05/2020 |
| Florida Gulf Coast Univeristy | Fort Myers | FL | 08/2020 | 05/2024 |
| Extended Travel | Lima | 05/2022 | 06/2022 | |
| Unemployed | West Palm Beach | FL | 06/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-16 |
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