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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-07 |
Branch Locations
One Bryant Park Gwim Chief Investment Office (Cio), New York, NY 10036 • 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 | 07/2023 | Present |
| Mcgill University | Montreal | 09/2019 | 06/2023 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2022 | 08/2022 |
| Mandy's Salads | Montreal | 05/2021 | 08/2021 | |
| Beston Consulting Limited | Tunapuna | 08/2020 | 10/2020 | |
| St. Joseph's Convent Port Of Spain | Port Of Spain | 07/2013 | 10/2017 | |
| The International School Of Port Of Spain | Port Of Spain | 10/2017 | 06/2019 | |
| Unemployed | Port Of Spain | 06/2019 | 09/2019 |
I*2902271 Entity Type: For Profit Name of OBA: MDFRANCOIS LTD Address:Castries Saint Lucia Investment Related:No Position, Title, Association:Director Start Date:07/23/2024 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:There are no responsibilities Private Investment Company that holds only private investments at Raymond James on behalf of my father (80%) primarily as well as myself (20%). This is due to the fact that my father is not a US citizen and therefore has been unable to have investment accounts at many firms, such as Merrill but Raymond James takes clients in this format.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-06 |
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