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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-11-08
FL RA APPROVED 2020-05-08
  • TX RA
    APPROVED_RES
    Since 2021-11-08
  • FL RA
    APPROVED
    Since 2020-05-08

Branch Locations

1819 Main St, Sarasota, FL 34236 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc Sarasota FL 05/2013 11/2019
Jp Morgan Chase Bank, N.A. Sarasota FL 01/2013 11/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 11/2019 Present
Bank Of America N.A. Sarasota FL 01/2020 Present
  • 05/2013 → 11/2019
    Jp Morgan Securities Llc
    Sarasota, FL
  • 01/2013 → 11/2019
    Jp Morgan Chase Bank, N.A.
    Sarasota, FL
  • 11/2019 → Present
    Sarasota, FL
  • 01/2020 → Present
    Bank Of America N.A.
    Sarasota, FL
Other Businesses

I*: 2237296Entity Type: Rental Property Name of OBA: Rental Property 2Address: Myakka City, FL 34251Investment Related: YesPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 03/16/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0Duties: Co-owner / Rental propertyI*: 2615282Entity Type: Fiduciary roleName of OBA: M. J.Address: Myakka City, FL 34251Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 07/14/2025Number of Hours: 0Number of Hours during trading: 0Duties: Power of Attorney/Spouse I*2806327 Entity Type: Charitable Name of OBA: TeamUp Address:Sarasota Florida Investment Related:No Position, Title, Association:Board Member Start Date:10/07/2025 No Hours: 1 Monthly No Hours during trading:1 Duties:responsibilities include guiding mission, strategy, and policies to ensure ethical compliance; providing financial oversight by reviewing budgets and safeguarding resources; supporting fundraising efforts and promoting TeamUP's programs in the community; championing initiatives such as Rockin' Reader and helping evaluate program impact; and engaging fully in board work by attending meetings, serving on committees, and assisting in the recruitment and development of new members.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-04
S63 Uniform Securities Agent State Law Examination 1998-02-02
  • S66 Uniform Combined State Law Examination
    2020-03-04
  • S63 Uniform Securities Agent State Law Examination
    1998-02-02
Other Names
  • Ioulia Kouzenko
  • Julia Kouzenko
  • Julia Kuzenko
  • Julia Natalenko
  • Ioulia Natalenko
  • Ioulia V Natalenko
  • Ioulia Natalenko

View on SEC IAPD

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