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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
Branch Locations
99551 Overseas Hwy, Key Largo, FL 33037 • 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 | 04/2000 | Present |
I*: 470751Entity Type: SchoolName: Coral Shores High School Athletic DepartmentInvestment related: NoAddress of business: Tavernier, Florida 33070Position, title, association: Volunteer ParentStart date of relationship: 5/28/2021Number of hours devoted: 5 hrs MonthlyNumber of hours devoted during trading hours: 0Duties: Ticket collector at sporting events. I*3095275 Entity Type: N/A Name of OBA:G.S.H Trust Address:Jacksonville Florida Investment Related:No Position, Title, Association:Co-Trustee Start Date:10/28/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Co-Trustee for Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-21 |
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