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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-01-07
  • FL RA
    APPROVED
    Since 2015-01-07

Branch Locations

824 A1A N, Ponte Vedra Beach, FL 32082 • United States

22 Bull St, Savannah, GA 31401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 08/2014 Present
Bank Of America, N.A. Jacksonville FL 08/2014 Present
Other Businesses

I*1094292 Entity Type: Charitable Name of outside business organization: Flagler College Investment related: No Address of business: Saint Augustine, Florida, 33084 Nature of business: School, College or University Position, title, association: Committee, Fundraising committee Start date of relationship: 12/6/2022 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 1hour Duties: Committee member for Institutional Advancement for Capital Capital. They want me to lend my experience and business background in improving Flaglers College profile and connectivity with potential donors. I*1816267, Entity Type: For Profit, Name of OBA:TOBYDOG LLC Address: Burnsville, MN Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/17/2024 No Hours: 2 hrs yearly No Hours during trading: 0 Duties: TOBYDOG LLC will acquire a townhome - Lakeview, MN 55044. My mom/sister will reside at the townhouse. My role is managing member of TOBYDOG LLC. I*: 2086392 Entity Type: Entity For Profit Name of OBA: Eagle Claw LLC Address: St. Augustine Fl 32084 Investment Related: No Position, Title, Association: Officer Employee Start Date: 12/01/2024 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Owner of the LLC that will hold a rental property

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-29
S63 Uniform Securities Agent State Law Examination 1998-05-01
  • S65 Uniform Investment Adviser Law Examination
    2014-12-29
  • S63 Uniform Securities Agent State Law Examination
    1998-05-01
Other Names
  • Teresa Ann Radzinski
  • Teresa Ann Radzinski

View on SEC IAPD

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