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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-13 |
| FL | RA | APPROVED | 2008-05-30 |
Branch Locations
9000 Southside Blvd Investment Solutions Group, Jacksonville, FL 32256 • United States
1100-1800 American Blvd Investment Solutions Group, Pennington, NJ 08534 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith, Inc. | Jacksonville | FL | 01/2008 | Present |
I*: 2434265 Entity Type: Charitable Name of OBA: Haven Retreats Address: Jacksonville, FL 32257 Investment Related: No Position, Title, Association: Treasurer, Director Employee Start Date: 5/15/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: The goal of Haven Retreats is to create sustainability in foster care and adoption. They offer offer therapeutic retreats and wrap- around care for the caregivers of foster and adoptive children. I have been asked to be treasurer on their board. The treasurer is the lead director for oversight of the financial condition of the organization. The treasurer is responsible for keeping the board informed of the financial condition and of financial review results of the organization. I have confirmed the treasurer has no direct access to funds or investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-22 |
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