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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-09 |
| TX | RA | APPROVED_RES | 2022-08-08 |
Branch Locations
3801 Pga Blvd Suite 801, Palm Beach Gardens, FL 33410-2757 • United States
Palm Beach Gardens, 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 | Palm Beach Gardens | FL | 02/2014 | 08/2022 |
| Bank Of America, N.A. | Palm Beach Gardens | FL | 04/2014 | 08/2022 |
| Rbc Capital Markets, Llc | Palm Beach Gardens | FL | 08/2022 | Present |
| City National Bank | Palm Beach Gardens | FL | 05/2023 | Present |
I*516893 For profit or not for profit: Entity Charitable Name of outside business organization: Healing and Creative Arts Center of the Palm Beaches Investment related: Address of business: Jupiter, Florida 33469 Nature of business: Entity Charitable, Entity Charitable Compensation for Activity: Position, title, association: , I will be President of the Board for a 501(c)(3) Non-Profit therapy group. I will be advising them on financial, policy, community involvement, expansion and fundraising decisions. This is strictly a volunteer position, no compensation is involved. The Start date of relationship: 8/2021 Number of hours devoted: Monthly hour(s) 10 Number of hours devoted during trading hours: 2 Duties: (2) NAME Healing & Creative Arts Center Non-Investment related ADDRESS: 1660 Cypress Drive #3 Jupiter, FL 33469 Nature of OBA: A 501c3 non-profit community based behavioral health organization founded in 2001. Position/Title/Relationship: President Start Date: 03/01/21 Time Devoted: 1 hour; 0 hour during securities trading DUTIES: Help in organizing individual, couple, and family counseling, in addition to psycho-educational workshops geared to self-discovery, awareness, communication skill and personal boundaries. Also provide assistance with the administrative organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-16 |
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