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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-12-16 |
| FL | RA | APPROVED | 2005-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Petersburg | FL | 09/2005 | Present |
| Bank Of America,N.A. | Saint Petersburg | FL | 12/2009 | Present |
I*2116342, Entity Type: Fiduciary, Name of OBA: JGC Trust, Address: Palm Harbor, Florida, 34684, Investment Related: No, Position, Title, Association: Trustee, Employee State Date: 11/01/2024, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Trustee for parent I*: 2561260 Entity Type: Fiduciary role Name of OBA: Self R. C. and Spouse L. C. Address: Palm Harbor, FL 34684 Investment Related: No Position, Title, Association: Co Trustee Employee Start Date: 06/15/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co Trustee for rep and spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-06 |
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