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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-07 |
Branch Locations
9000 Southside Blvd Bldg 600, Jacksonville, FL 32256 • United States
One Bryant Park, New York, NY 10036 • 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 | 02/1999 | Present |
I*36462 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DON'T MISS A BEAT INC INVESTMENT RELATED: N ADDRESS OF BUSINESS: JACKSONVILLE, FLORIDA 32236 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 10/1/2010 NUMBER OF HOURS DEVOTED: 10 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: NON PROFIT THAT WORKS TO SUPPORT LOCAL AT RISK YOUTH WITH PROGRAMS SUCH AS AFTER SCHOOL TUTORING AND SUMMER CAMP IN EFFORTS TO PREVENT GRADE FAILURES AND OFFER EDUCATIONAL OPPORTUNITY. THE BOARD POSITION IS A VOLUNTEER, ADVISORY POSITION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-20 |
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