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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-07-19 |
| TX | RA | APPROVED | 2012-06-20 |
Branch Locations
9000 Southside Blvd, 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 | 04/2012 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 11/2013 | Present |
1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION2.NAME OF OUTSIDE BUSINESS ORGANIZATION: UNIVERSAL INTERPRETING SOLUTIONS3.INVESTMENT RELATED: N4.ADDRESS OF BUSINESS:JACKSONVILLE, FLORIDA 322506.POSITION, TITLE, ASSOCIATION: PART-TIME, 7.START DATE OF RELATIONSHIP: 8/8/20128.NUMBER OF HOURS DEVOTED: 30 HOUR(S) ANNUALLY9.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 010.DUTIES: HOSPITAL INTERPRETATION / INTERPRETER AT BAPTIST HOSPITAL ER I*137298For profit or not for profit: For-Profit OrganizationName of outside business organization: UberInvestment related: NAddress of business:Jacksonville, Florida 32216Nature of business: LLC,Position, title, association: Part-Time, Start date of relationship: 5/1/2021Number of hours devoted: 16 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Delivery I*2451284, Entity Type: , Name of OBA: Rental Property 1, Address: jacksonville, Florida, 32216, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 05/07/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2451286, Entity Type: , Name of OBA: Rental Property 3, Address: jacksonville, Florida, 32202, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 05/07/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2451287, Entity Type: , Name of OBA: Rental Property 3, Address: jacksonville, Florida, 32202, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 05/07/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2452269, Entity Type: , Name of OBA: Rental Property 2, Address: jacksonville, Florida, 32216, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 05/07/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-02 |
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