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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-23 |
| FL | RA | APPROVED | 2010-07-23 |
Branch Locations
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
2 disclosure categories 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 | 03/2010 | Present |
For profit or not for profit: For-Profit Organization Name of outside business organization: Flip Flops and Tiaras (Lifestyle Blog) Investment related: No Address of business: Jacksonville, Florida 32246 Position, title, association: Owner Start date of relationship: 2/8/2020 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I'm interested writing a lifestyle blog that would include advertisement links that I could possible earn commissions off of. The blog would be about my life as a single mom but wouldn't reference my employer. For profit or not for profit: Entity For Profit Name of outside business organization: Sass N Frass Investment related: No Address of business: Angier, North Carolina, 26501 Position, title, association: Consultant/Independent Contractor Start date of relationship: 8/1/2022 Number of hours devoted: 7 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: I would be a rep for this home based business that sells a variety of products like clothes, bath and body products jewelry and accessories Name of OBA: Seaside Charter, Address: Jacksonville, Florida, Investment Related: No Position, Title: Employee Employee Start Date: 9/26/2022 No Hours: 8, Weekly, No Hours during trading: 0, Duties: Assist with caring for children outside of school hours. I*3633267 Entity Type: Charitable Name of OBA: Seaside Mandarin PTA PTA FLORIDA CONGRESS Address: Jacksonville, Florida, 32257 Investment Related: No Position, Title, Association: Committee, Board Member Employee Start Date: 01/25/2026 Number of Hours: 50, Yearly Number of Hours during trading: 0 Duties: Fosters a sense of community while providing resources and support necessary for students to thrive. As a committee member, I'll attend meetings, help to organize events, support students and teachers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-02 |
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