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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-10-08 |
| TX | RA | APPROVED_RES | 2009-09-25 |
Branch Locations
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 (7691) | Aventura | FL | 08/2009 | Present |
| Bank Of America, N.A. | Aventura | FL | 07/2011 | Present |
I*117280 For profit or not for profit: Non-Profit Organization Name of outside business organization: American Jewish Committee (AJC) Investment related: N Address of business: Miami, Florida 33156 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 9/13/2018 Number of hours devoted: 5 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Board of Directors. Purpose is to promote humanitarianism worldwide
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-24 |
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