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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-12 |
| FL | RA | APPROVED | 2008-01-25 |
Branch Locations
1100-1800 American Blvd Retirement & Personal Wealth Solutions, Pennington, NJ 08534 • United States
9000 Southside Blvd Workplace Benefits, 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 | 10/2007 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 06/2011 | Present |
I*2276294, Entity Type Entity For Profit, Name of OBA: Casual Evangelization Address: Ponte VedraFlorida32081 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date:04/01/2025 No Hours: No Hours during trading: 0 Duties:Purpose: provide an accessible digital resource for spiritual/ religious based content. my responsibilities will be limited to oversight of content driven through the site and to be an occasional contributor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-17 |
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