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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-10-28 |
Branch Locations
9000 Southside Blvd Bldg 600, Jacksonville, FL 32256 • 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 | 10/2011 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 11/2013 | Present |
I*4406275, Entity Type: , Name of OBA: S D AND R D ATBE TOD BENEFICIARIES ON FILE , Address: jacksonville beach, Florida, 32250, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/14/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4406276, Entity Type: , Name of OBA: MLPF& S CUST FPO S D IRA FBO S D, Address: jacksonville beach, Florida, 32250, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/14/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4407266, Entity Type: , Name of OBA: S D AND R D ATBE , Address: jacksonville beach, Florida, 32250, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/14/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-24 |
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