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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-11-24 |
| TX | RA | APPROVED | 2014-11-21 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fab Universal | Pittsburgh | PA | 01/2009 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2014 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 11/2014 | Present |
I*3706273 Entity Type: Fiduciary role Name of OBA: LCB Asset Protection Trust Address: Jacksonville, Florida, 32257 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/21/2018 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-16 |
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