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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2001-04-17 |
| FL | RA | APPROVED | 1999-08-20 |
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 | Delray Beach | FL | 06/1999 | Present |
| Bank Of America,Na | Delray Beach | FL | 09/2009 | Present |
I*717246, Entity Type: Entity For Profit, Name of OBA: United States Golf Association, Address: Liberty Corner , New Jersey, 07938, Investment Related: N, Position, Title, Association: Committee, Officer, Employee State Date: 02/28/2025, No Hours: 10 Weekly, No Hours during Trading: 3 Weekly, Duties: Entity purpose is to unify, showcase, govern and advance the game of golf. I will be on the Executive Committee, volunteer position.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-27 |
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