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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-09-09 |
| TX | RA | APPROVED | 2013-08-30 |
Branch Locations
8840 Sw 136Th St, Miami, FL 33176 • United States
8840 Sw 136Th St Pbig - Florida Pwm Falls, Miami, FL 33176 • 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 | 08/2013 | Present |
| Bank Of America, N.A | Miami | FL | 10/2013 | Present |
I*2101266, Entity Type: Fiduciary, Name of OBA: LMM , Address: tyler , Texas, 75701, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01/01/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*3097285, Entity Type Entity For Profit, Name of OBA: J J. B LLC Address: SanibelFlorida33957 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 12/06/2025No Hours: 1 monthly No Hours during trading: 0 Duties:I plan to hire a Sanibel company to handle renting the unit. Currently do not have anyone but I'm thinking of Royal Shell. They handle all aspects of the process and keep a percentage of the rental income. I recently purchased a Condo on Sanibel Island that I am planning to rent after I make repairs and furnish. No business activity yet. No income. No rental agreements. Nothing yet but hopefully before year end or January at the latest.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-20 |
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