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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1998-10-29 |
| FL | RA | APPROVED | 1998-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St. Augustine | FL | 05/1998 | Present |
| Bank Of America,N.A. | Jacksonville | FL | 06/2011 | Present |
I*: 2191276 Entity Type: Charitable Name of OBA: Young Life Next Gen Leader Advisory Council Address: Colorado Springs, CO 80903 Investment Related: No Position, Title, Association: Advisory board Employee Start Date: 02/11/2025 Number of Hours: 4hrs mthly Number of Hours during trading: 0 Duties: Advisory board is to provide feedback on training and program enhancements for youth ministry growth. No financial commitment is required. I*5151274 Entity Type: Entity Charitable Name of OBA: Elevate Jacksonville Address: Jacksonville, Florida, 32202 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/03/2026 Number of Hours: 10, Monthly Number of Hours during trading: 5, Monthly Duties: Equipping disadvantaged youth in our city. Board member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-27 |
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