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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-11-13 |
| FL | RA | APPROVED | 2004-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gainesville | FL | 07/2004 | Present |
| Bank Of America, Na | Gainesville | FL | 11/2009 | Present |
I*3559267Entity Type: Fiduciary roleName of OBA: Z. J. G.Address: Gainesville, Florida, 32608Investment Related: NoPosition, Title, Association: ExecutorEmployee Start Date: 01/15/2026Number of Hours: 20, YearlyNumber of Hours during trading: 2, YearlyDuties: Executor/Grandparent I*3701279 Entity Type: M/A Name of OBA: Zelda Joyce Gorman Trust = Z J G Trust Address: Gainesville, Florida, 32653 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 02/04/2026 Number of Hours: 15, Monthly Number of Hours during trading: 2, Monthly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-07 |
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