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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-03-16 |
| FL | RA | APPROVED | 2007-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 09/2007 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 12/2009 | Present |
I*441090 For profit or not for profit: Name of outside business organization: St. Johns Country Day School Investment related: N Address of business: Orange Park, Florida, 32073, United States Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , President of The Board of Trustees on the board of a college preparatory school
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-06 |
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