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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-08 |
| TX | RA | APPROVED | 2019-03-15 |
| CA | RA | APPROVED | 2019-03-08 |
Branch Locations
50 N Laura St, Jacksonville, FL 32202 • United States
Ponte Vedra, FL • United States
333 S Hope St, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 10/2018 | Present |
| Abbot Downing, A Wells Fargo Business | Los Angeles | CA | 07/2014 | 10/2018 |
| Bank Of America, N.A. | Los Angeles | CA | 01/2019 | Present |
I*1319250For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: RP, RP, RPNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/4/2023Number of hours devoted: 5 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , I*3302287 Entity Type: N/A Name of OBA: ERIC GRODAN TTEE L B TTEE U/A DTD 12/30/2005 Address: Ponte Vedra Beach, Florida, 32082 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/01/2025 Number of Hours: 25, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-07 |
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