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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-12-22 |
| TX | RA | APPROVED_RES | 2016-11-15 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
Jacksonville, FL • United States
3400 Pawtucket Ave Ci Relationship Management, Riverside, RI 02915 • United States
1 disclosure category 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 | 03/2014 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 12/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-18 |
| S65 | Uniform Investment Adviser Law Examination | 2004-07-16 |
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