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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-11 |
| FL | RA | APPROVED | 2018-10-03 |
Branch Locations
9000 Southside Blvd Bldg 600, Jacksonville, FL 32256 • United States
One Bryant Park, New York, NY 10036 • 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 | 06/2000 | Present |
I*: 2003264 Entity Type: Name of OBA: First Coast YMCA Address: Jacksonville, FL 32202 Investment Related: No Position, Title, Association: board position Employee Start Date: 10/2024 Number of Hours: 2 hrs mthly Number of Hours during trading: 2 hrs mthly Duties: My responsibilities will be to attend board meetings and volunteer in the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-04 |
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