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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-07-26 |
| IL | RA | APPROVED | 2017-01-31 |
| TX | RA | APPROVED | 2017-01-31 |
Branch Locations
824 A1A N, Ponte Vedra Beach, FL 32082 • United States
22 Bull St, Savannah, GA 31401 • 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 | 11/2012 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 10/2014 | Present |
I*770244 For profit or not for profit: Entity For Profit Name of outside business organization: TBD Investment related: N Address of business: Jacksonville Beach, Florida, 32250 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 5/1/2022 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , This LLC would be established and funded for the purpose of owning recreational, hunting, and/or timber land. It would likely be co-owned by myself and 1-2 other owners. It is possible that the land would be solely for personal use, or may also be rented for hunting, etc. This LLC would be established in the state of Florida, and funded by myself and likely 1-2 other investors. I*95774 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TUCKER SMOOT RENTAL PROPERTY 1 INVESTMENT RELATED: N ADDRESS OF BUSINESS: JACKSONVILLE BEACH, FLORIDA 32250 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 8/1/2016 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: HOME RENTAL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-29 |
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