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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-11-04 |
| TX | RA | APPROVED | 2012-10-17 |
| FL | RA | APPROVED | 2012-10-15 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
St Augustine, FL • 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 | 07/2012 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 08/2012 | Present |
I*115013 For profit or not for profit: For-Profit Organization Name of outside business organization: Unknown at this time Address of business: Saint Augustine, Florida 32092 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 7/1/2018 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The business will be a boat an rv storage lot. I*607238 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: KISSIMMEE, Florida, 34747 Nature of business: Position, title, association: Sole owner, Start date of relationship: 12/1/2021 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-11 |
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