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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-18 |
Branch Locations
22 Bull St, Savannah, GA 31401 • United States
355 Alhambra Cir, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 02/2024 | Present |
| First American Bank | Miami | FL | 02/2017 | 02/2024 |
| Montica Corp | Miami | FL | 01/1995 | 01/2017 |
I*1831268, Entity Type Entity Charitable, Name of OBA: Estate Planning Council of Greater Miami Address: Coconut CreekFlorida33073United States Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/10/2024No Hours: 2 monthly No Hours during trading: 0 Duties: Board Member, networking/business development, and continuing education credits towards my CFP designation I*4049274, Entity Type: Charitable, Name of OBA: Coral Gables Community Foundation, Address: Coral Gables , Florida, 33134, Investment Related: N, Position, Title, Association: Committee, Employee Start Date: 04/01/2026, No Hours: 2 Monthly, No Hours during Trading: 2 Monthly, Duties: Members of the committee will: Participate in committee meetings and discussions Become knowledgeable about the Foundations programs, initiatives, and community impact Serve as ambassadors for the Coral Gables Community Foundation Host or facilitate opportunities for community engagement Help introduce new individuals and families to the Foundations work. The committee supports the Foundations long-term growth by helping to: Increase awareness of the Foundations mission and impact Introduce new individuals to the work of the Foundation Expand the Foundations network of supporters and partners Strengthen the Foundations presence within the community Members of the committee are not expected to solicit donations on behalf of the Foundation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-15 |
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