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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2005-06-30 |
| TX | RA | APPROVED_RES | 2005-06-20 |
Branch Locations
400 Broadway St Preferred Investment Sales, Chico, CA 95928 • United States
9000 Southside Blvd Preferred Investment Sales, 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 | Jacksonville | FL | 05/2005 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 08/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-30 |
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