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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-01-05 |
| FL | RA | APPROVED | 1998-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ponte Vedra Beach | FL | 08/1998 | Present |
| Bank Of America,N.A. | Ponte Vedra Beach | FL | 06/2011 | Present |
I*101961 For profit or not for profit: For-Profit Organization Name of outside business organization: Joe's Rental Investment related: N Address of business: Ponte Vedra Beach, Florida 32082 Nature of business: Other,Vacation home that will be rented Position, title, association: Other, Second home that i own Start date of relationship: 6/1/2019 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Rental Home. Spouse will perform Landlord duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-29 |
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