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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-01 |
| FL | RA | APPROVED | 2008-10-17 |
Branch Locations
9000 Southside Blvd Investment Solutions Group, 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 Incorporated : 7691 | Jacksonville | FL | 01/2007 | Present |
I*3109266 Entity Type: Charitable Name of OBA: Task Force Hydro 1 Address: St. Augustine, Florida, 32095 Investment Related: No Position, Title, Association: Director Employee Start Date: 01/01/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0 Duties: Task Force Hydro 1 is a non-profit organization that seeks to help veterans and first responders address mental health issues by providing them access to ocean water sports. I am a volunteer surf coach and will also be the main organizer for an annual surf contest. The surf contest will involve me soliciting local and national businesses to donate both monetary and material items for the contest. Any monetary support will be used for the cost of the contest a well as supporting ongoing events that service veterans and first responders such as surf camps and maintaining equipment. I will not have any control as to how those funds are used or managed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-26 |
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