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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-09-08 |
| FL | RA | APPROVED | 2004-03-11 |
Branch Locations
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
1100-1800 American Blvd Retirement & Personal Wealth Solutions, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/1997 | Present |
I* 2109293, Entity Type: HOA, Co-op, Freehold Name of OBA: Coachman Lakes Homeowners' Association Inc Address: Jacksonville, Florida, 32246, United States Investment Related: No Position, Title, Association: Board Member Employee Start Date: 12/09/2024. No Hours: 2 hrs. monthly No Hours during trading: 0 Duties: Along with other board members: Ensure Compliance to Laws and Governing Documents; Enforce HOA Rules and Regulations; Manage HOA Finances; Resolve Conflicts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-03 |
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