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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-08-23 |
| TX | RA | APPROVED | 2012-07-25 |
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 | 03/2012 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 01/2014 | Present |
I*2406314, Entity Type: , Name of OBA: M T S Irrevocable Trust, Address: Jacksonville, Florida, 32223, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 22-Apr-2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: Trustee for parent I*: 1316267 Entity Type: Fiduciary role Name of OBA: THE L. R. S. TRUST Address: Jacksonville, Fl 32223 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/25/2023 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Trustee for child I*: 1316269 Entity Type: Fiduciary role Name of OBA: The S. G. S. Trust Address: Jacksonville, Fl 32223 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/25/2023 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Trustee for child
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-18 |
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