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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-22 |
| TX | RA | APPROVED | 2016-08-16 |
| FL | RA | APPROVED | 2016-06-03 |
Branch Locations
Saint Johns, FL • United States
9000 Southside Blvd, Jacksonville, FL 32256 • United States
100 Federal St Merrill Edge - Consumer Banking, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Jacksonville | FL | 05/2016 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2016 | Present |
I*: 2020270 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Hilton Head Island SC Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: Hilton Head Island Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-04 |
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