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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-12-17 |
| PA | RA | APPROVED | 2022-12-14 |
| TX | RA | APPROVED_RES | 2021-05-18 |
| FL | RA | APPROVED | 2018-03-08 |
Branch Locations
Ponte Vedra Beach, FL • United States
9000 Southside Blvd Ci Client Services, 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 | 03/2018 | Present |
| Unemployed | Jacksonville Beach | FL | 05/2016 | 03/2018 |
| Kelly Educational Services | Jacksonville | FL | 12/2017 | 02/2018 |
I*4247267 Entity Type: For Profit Name of OBA: XXX Dolphin LLC Address: Jacksonville Beach, Florida, 32250 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 11/05/2025 Number of Hours: 5, Yearly Number of Hours during trading: 0 Duties: rental property/rental property owner I*4247268 Entity Type: For Profit Name of OBA: XXXX Sandollar LLC Address: Jacksonville Beach, Florida, 32250 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 10/14/2025 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: rental property/rental property owner I*4247265 Entity Type: For Profit Name of OBA: XXXX Starfish LLC Address: Ponte Vedra Beach, Florida, 32082 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 11/05/2025 Number of Hours: 2, Yearly Number of Hours during trading: 0 Duties: rental property/rental property owner I*4247266 Entity Type: For Profit Name of OBA: XXX Lobster LLC Address: Jacksonville beach, Florida, 32250 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 11/05/2025 Number of Hours: 15, Yearly Number of Hours during trading: 0 Duties: rental property/rental property owner I*4246268 Entity Type: For Profit Name of OBA: XXXX Sea Turtle LLC Address: Jacksonville Beach, Florida, 32250 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 11/05/2025 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: rental property/own rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-13 |
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