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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-11 |
Branch Locations
824 A1A N, Ponte Vedra Beach, FL 32082 • United States
22 Bull St, Savannah, GA 31401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ponte Vedra Beach | FL | 05/2010 | Present |
I*5174268, Entity Type: , Name of OBA: I M, Address: Orange Park, Florida, 32073, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 01/12/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5178270, Entity Type: , Name of OBA: I M, Address: Orange Park, Florida, 32073, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/12/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-31 |
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