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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1990-07-09 |
| FL | RA | APPROVED | 1987-10-28 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fl Lauderdale | FL | 08/1987 | Present |
| Bank Of America,Na | Fort Lauderdale | FL | 11/2009 | Present |
I*: ENTITY TYPE:CHARITABLE NAME OF OUTSIDE BUSINESS ORGANIZATION: THE REGIONAL SEMINARY OF ST VINCENT DE PAUL IN FLINVESTMENT RELATED: NOADDRESS OF BUSINESS: BOYNTON BEACH, FLORIDA 33436POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER,START DATE OF RELATIONSHIP: 4/15/2013NUMBER OF HOURS DEVOTED: 8 HOURS ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THE COMMITTEE ASSIST THE SEMINARY WITH POLICY AND MONITORING OF OUR ENDOWMENT WHICH IS UNDER THE CARE OF CAPTRUST BASED IN TAMPA. 2 ANNUAL MEETINGS.I*: 2600283Entity Type: Fiduciary roleName of OBA: J. D. Address: Sea Ranch Lakes, FL 33308Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 07/07/2025Number of Hours: 1 hr annuallyNumber of Hours during trading: 1 hr annually Duties: Power of Attorney for Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-29 |
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