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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-20 |
| FL | RA | APPROVED | 2013-05-24 |
| VI | RA | APPROVED | 2007-11-21 |
| TX | RA | APPROVED_RES | 2001-05-22 |
Branch Locations
23655 N Scottsdale Rd, Scottsdale, AZ 85255 • United States
Winter Garden, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sun City | AZ | 01/1986 | Present |
| Bank Of America, N.A. | Sun City | AZ | 09/2009 | Present |
I*67801For profit or not for profit: For-Profit OrganizationName of outside business organization: Bananaquit PartnersInvestment related: NAddress of business:Bonita Springs, Florida 34134Nature of business: LLC,Position, title, association: Limited Partner, Start date of relationship: 11/1/2013Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: partner on LLC for husband's fishing charter business. Monthly acct reconciliationI*89968FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: M M GRANDCHILDRENS EDUCATION INCENTIVE TINVESTMENT RELATED: YADDRESS OF BUSINESS: 3490 MUSCADINE LN, BONITA SPRINGS, FLORIDA 34134NATURE OF BUSINESS: TRUST,POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 1/20/2016NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: AM TRUSTEE FOR THIS TRUST, NEED TO GET APPROVABLE OF OBA BEFORE OMT WILL APPROVE FOR ACCT NUMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-16 |
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