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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-10-08 |
| FL | RA | APPROVED | 2004-03-15 |
Branch Locations
60 Cathedral Pl, Saint Augustine, FL 32084 • United States
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Jacksonville | FL | 01/2001 | Present |
IDIVE FLORIDA, LLC, 854 ANASTASIA BLVD., ST. AUGUSTINE, FLORIDA 32259 - INVESTMENT RLT'D - NO, HRS DEVOTED TO ACTIVITY - 20, HRS DURING TRADING - 0, DATE ACTIVITY BEGAN 05/12/13, POSITION - PART-TIME; I WILL BE COMPLETING DIVE MASTER AND SCUBA INSTRUCTOR TRAINING. IT WORKS SIMILAR TO AN APPRENTICESHIP AND WOULD EVENTUALLY LEAD TO BEING COMPENSATED FOR ORGANIZING DIVE TRIPS, TEACHING NEW STUDENTS TO SCUBA DIVE AND SELLING EQUIPMENT. I*84973 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BEN STOREY PHOTOGRAPHY INVESTMENT RELATED: N ADDRESS OF BUSINESS: ST. JOHNS, FLORIDA 32259 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 8/30/2015 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I RECENTLY ESTABLISHED A WEBSITE TO SELL PHOTOS. I AM ALSO PLANNING TO OFFER MY SERVICES AS A PART TIME FREELANCE PHOTOGRAPHER ONCE MY REQUEST IS APPROVED. I*100954 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: UNDERWATER STOREY LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: ST. JOHNS, FLORIDA 32259 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/2017 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THE BUSINESS WILL CONDUCT UNDERWATER PHOTO SHOOTS, SELL IMAGES, PROVIDE SCUBA DIVING INSTRUCTION, AND ORGANIZE DIVE TRIPS. I WILL BE THE OWNER CONDUCTING AND OVERSEEING THESE ACTIVITIES. I*11807 For profit or not for profit: Name of outside business organization: The Estate of Rose K. Reynolds Investment related: Address of business: Nature of business: , Position, title, association: , Start date of relationship: 1/10/2020 Number of hours devoted: 208 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I*11808 For profit or not for profit: Name of outside business organization: The Rose K. Reynolds Revocable Trust 12/08/2008 Investment related: Address of business: Nature of business: , Position, title, association: , Start date of relationship: 1/10/2020 Number of hours devoted: 104 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I*11809 For profit or not for profit: Name of outside business organization: Rose K Reynolds Trust FBO Jeffrey Garrison Storey Investment related: Address of business: Nature of business: , Position, title, association: , Start date of relationship: 1/10/2020 Number of hours devoted: 104 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I*405748 For profit or not for profit: Entity For Profit Name of outside business organization: iDive Florida, LLC Investment related: N Address of business: St. Augustine, Florida, 32259 Nature of business: ["Limited Liability Company"] Position, title, association: ["Other"], Start date of relationship: 5/12/2013 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Part-Time, I will be completing Dive Master and Scuba Instructor training. It works similar to an apprenticeship and would eventually lead to being compensated for organizing dive trips, teaching new students to scuba dive and selling equipment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-30 |
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