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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-06 |
| TX | RA | APPROVED_RES | 2007-04-18 |
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 | 08/2006 | Present |
| Bank Of America, N.A. | Guaynabo | PR | 02/2011 | Present |
I* 1702268 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: no Address of business: Dorado, 00646, Puerto Rico Nature of business: Position, title, association: Co-owner with other family members Start date of relationship: 03/01/2024 Number of hours devoted: 1 monthly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-14 |
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