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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-08 |
| FL | RA | APPROVED | 2019-12-26 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 02/2018 | Present |
| Select Portfolio Servicing | Jacksonville | FL | 03/2017 | 02/2018 |
| Digital Risk | Jacksonville | FL | 08/2015 | 03/2017 |
| Bank Of America N.A. | Jacksonville | FL | 04/2020 | Present |
I*126357 For profit or not for profit: For-Profit Organization Name of outside business organization: UBER Investment related: N Address of business: San Francisco, Florida 94103 Nature of business: Corporation, Position, title, association: Other, 1099R contractor Start date of relationship: 6/11/2014 Number of hours devoted: 32 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Ridesharing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-31 |
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