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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-17 |
| FL | RA | APPROVED | 2013-04-10 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 09/2010 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 01/2014 | Present |
I*2178265, Entity Type: , Name of OBA: A M, Address: MIddleburg, Florida, 32068, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 28-Jan-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-06 |
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