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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1997-09-11 |
| FL | RA | APPROVED | 1988-01-04 |
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 | Coral Gables | FL | 10/1987 | Present |
| Bank Of America, N.A. | Coral Gables | FL | 06/2011 | Present |
I*1543284 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Key Biscayne, Florida, 33149, United States Nature of business: Position, title, association: Sole owner, Start date of relationship: 1/20/2023 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-08 |
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