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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2011-07-25 |
| TX | RA | APPROVED_RES | 2011-07-18 |
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 | Guaynabo | PR | 07/2011 | Present |
| Bank Of America, N.A. | Guaynabo | PR | 11/2011 | Present |
I*43779 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BISCAYNE BLVD 5401 INVESTMENT RELATED: YES ADDRESS OF BUSINESS: MIAMI, FLORIDA 33132 NATURE OF BUSINESS: SOLE PROPRIETORSHIP POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 2/1/2007 NUMBER OF HOURS DEVOTED: 2 HOURS ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS AN APPARTMENT THAT IS RENTED. I*90492 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WILSON 1304 502 INVESTMENT RELATED: YES ADDRESS OF BUSINESS: SAN JUAN, PR NATURE OF BUSINESS: SOLE PROPRIETORSHIP POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 1/29/2016 NUMBER OF HOURS DEVOTED: 5 HOURS ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY I*: 2198278 Entity Type: Rental Property Name of OBA: Rental Property 5 Address: San Juan, PR Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 4/1/2025 Number of Hours: Number of Hours during trading: 0 Duties: Sole owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 2001-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-12 |
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