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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-04 |
| TX | RA | APPROVED_RES | 2013-01-25 |
| NJ | RA | APPROVED | 2009-03-04 |
Branch Locations
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
1700 W Park Dr Retirement & Personal Wealth Solutions, Westborough, MA 01581 • United States
Ponte Vedra, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 03/2005 | Present |
Status: APPRVD I*1259341 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Ponte Vedra, Florida, 32081 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/1/2023 Number of hours devoted: 15 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-12 |
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