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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-12 |
| MO | RA | APPROVED | 2023-09-11 |
| TN | RA | APPROVED | 2023-09-11 |
| TX | RA | APPROVED | 2023-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jjb Hilliard Wl Lyons Llc | Louisville | KY | 02/2016 | 10/2019 |
| Robert W. Baird & Co. Incorporated | Kingsport | TN | 10/2019 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kingsport | TN | 09/2023 | Present |
| Bank Of America, N.A. | Kingsport | TN | 01/2024 | Present |
1) J & L Logistics, CFO, start date 04/02/2018, 218 Sunset Ridge Blvd, Johnson CIty, TNM 37615, S-Corporation that will contract with FedEx ground to provide home and ground delivery for Fed Ex, 1 hrs/mo, 0 hrs/mo trading I*1486252 For profit or not for profit: Entity For Profit Name of outside business organization: J&L Logistics, Inc. Investment related: N Address of business: Jonesborough, Tennessee, 37659 Nature of business: ["S Corporation"] Position, title, association: ["Officer"], Start date of relationship: 9/11/2023 Number of hours devoted: 2 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I am the CFO of J&L Logistics. We formerly contracted with Fed Ex Ground. Those operations have been sold, and the business has no active operations. We are waiting for tax refunds and will shut the business down when those have been received.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-14 |
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