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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-08-20 |
| FL | RA | APPROVED | 2010-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pensacola | FL | 12/2007 | Present |
| Bank Of America, N.A. | Pensacola | FL | 05/2011 | Present |
I*2156264, Entity Type: Fiduciary role Name of OBA: J O, Address: Pensacola, Florida, 32506, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01/08/2025, No Hours: 0 No Hours during Trading: 0 Duties: Power of Attorney/Spouse I*692250 Entity Type: For Profit Name of OBA: Pensacola Country Club Address: Pensacola, Florida, 32507 Investment Related: No Position, Title, Association: Board Member,Officer Employee Start Date: 01/25/2022 Number of Hours: 5, Monthly Number of Hours during trading: 0 Duties: Country Club President of the Board to Directors. Overseeing the committee structure of the Board of Directors, as well as providing long term direction of the club. They are currently working on processes that will allow the club to be managed more efficiently w/ little oversight from the Board. I initiate the meetings of the Board and provide guidance to the Board for the direction of these meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-20 |
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