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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2010-10-01
FL RA APPROVED 2010-09-17
  • TX RA
    APPROVED_RES
    Since 2010-10-01
  • FL RA
    APPROVED
    Since 2010-09-17

Branch Locations

1616 Concierge Blvd, Daytona Beach, FL 32117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Daytona Beach FL 09/2010 Present
Bank Of America, N.A. Daytona Beach FL 01/2011 Present
Previous Registrations
  • 2008-01-25 → 2010-09-13
    Edgewater, FL
    Edgewater, FL
    St Louis, MO
Other Businesses

I*102261ENTITY TYPE: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ANGLERS' YACHT CLUBINVESTMENT RELATED: NOADDRESS OF BUSINESS: NEW SMYRNA BEACH, FLORIDA 32169POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBERSTART DATE OF RELATIONSHIP: 1/1/2017NUMBER OF HOURS DEVOTED: 24 HOURS ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: BOARD MEMBER. SERVING ON ENTERTAINMENT COMMITTEE WHICH ORGANIZES GOLF TOURNAMENT AND OTHER MEMBERSHIP EVENTS. SERVE ON MEMBERSHIP COMMITTEE WHO INTERVIEWS POTENTIAL MEMBERS. ALSO VOLUNTEER TO AUDIT CLUB RECORDS SEMIANNUALLY.I*128846For profit or not for profit: Non-Profit OrganizationName of outside business organization: Anglers Yacht Club Scholarship TrstInvestment related: NoAddress of business: New Smyrna Beach, Florida 32168Nature of business: Charitable OrganizationPosition, title, association: Advisory Board MemberStart date of relationship: 1/2/2020Number of hours devoted: 20 hours AnnuallyNumber of hours devoted during trading hours: 0Duties: Trustee for the scholarship fund. The money is managed by Morgan Stanley. I will be responsible for reviewing applications for potential scholarship recipients each year and for reviewing allocation and performance of trust.I*1139285For profit or not for profit: Entity For ProfitName of outside business organization: New Smyrna Christmas Boat Parade, LLCInvestment related: NoAddress of business: New Smyrna Beach, Florida, 32169Position, title, association: DirectorStart date of relationship: 8/1/2023Number of hours devoted: 50 hours YearlyNumber of hours devoted during trading hours: 0Duties: ChairmanI*: 2575284Entity Type: CharitableName of OBA: Anglers Yacht Club Scholarship TrustAddress: New Smyrna Beach, FL 32168Investment Related: NoPosition, Title, Association: Committee Employee Start Date: 6/23/2025Number of Hours: 40 hrs annuallyNumber of Hours during trading: 0Duties: Select scholarship recipients I*4686270 Entity Type: N/A Name of OBA: G&G Sportsman Club Address: New Smyrna Beach, Florida, 32168 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/15/2026 Number of Hours: 10, Monthly Number of Hours during trading: 1, Monthly Duties: Hunt Club Board member responsible for membership roster, hunting stand placements, and email communications.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-04
  • S66 Uniform Combined State Law Examination
    2008-01-04
Other Names
  • Jamie Bryan Calkins

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