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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-02-19 |
| TX | RA | APPROVED_RES | 2011-01-07 |
| FL | RA | APPROVED | 1988-06-01 |
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 | Jacksonville | FL | 03/1988 | Present |
| Bank Of America,N.A. | Jacksonville | FL | 06/2011 | Present |
I*122056For profit or not for profit: For-Profit OrganizationName of outside business organization: BFC Partnership LTDInvestment related: YAddress of business:Orange Park, Florida 32067Nature of business: Limited Partnership,Position, title, association: Limited Partner, Start date of relationship: 1/1/2001Number of hours devoted: 1 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Limited partnership in the business of owning, improving and selling real estate. I am a limited partner owning 4% of the partnership. I do have voting rights on the annual budget and whether to accept or reject contracts. I*2976289, Entity Type: , Name of OBA: C Joint Living Trust, Address: Orange Park, Florida, 32073, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 10/08/2025, No Hours: 2 Weekly, No Hours during Trading: 1 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-06-01 |
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