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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2006-02-28 |
| TX | RA | APPROVED_RES | 2006-02-28 |
Branch Locations
9000 Southside Blvd Investment Solutions Group, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2006 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 07/2011 | Present |
I*13428 For profit or not for profit: Name of outside business organization: Executor and Successor Trustee Investment related: Address of business: jacksonville, Florida 32250 Nature of business: , Position, title, association: , Start date of relationship: 6/22/2021 Number of hours devoted: 80 hour(s) Annually Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-11 |
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