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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-05 |
| FL | RA | APPROVED | 2004-03-10 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2002 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 05/2011 | Present |
I*1964258 Entity Type: N/A Name of OBA: Rental Property 1 Address:Jacksonville Florida Investment Related:No Position, Title, Association:Co-owner with other family members Start Date:09/02/2024 No Hours: 3 Yearly No Hours during trading:0 Duties:N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-04 |
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