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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-20 |
| FL | RA | APPROVED | 2017-10-24 |
Branch Locations
9000 Southside Blvd Central Business Review Unit, Jacksonville, FL 32256 • United States
620 S Tryon St Central Business Review Unit, Charlotte, NC 28255 • United States
St. Augustine, FL • 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 | 01/2008 | Present |
I*3636265 Entity Type: Entity For Profit Name of OBA: W&F Holdings LLC Address: St. Augustine, Florida, 32092 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 02/15/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Would like to form an LLC with family friend. The purpose of the LLC is to buy real estate so both of our children can live in the property while they go to college. There might be additional properties purchased in the future. LLC will be only used to purchase properties. No other forms of investing will take place. Purchase Real estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-02 |
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