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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-09-04 |
| FL | RA | APPROVED | 2013-07-25 |
Branch Locations
9000 Southside Blvd Wealth Management Client Care, 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 | 08/2012 | Present |
| Epping Forrest Yacht Club | Jacksonville | FL | 05/2011 | Present |
I*132700 For profit or not for profit: For-Profit Organization Name of outside business organization: TowBoatUS Atlas Towing Salvage and Marine Services Investment related: N Address of business: Jacksonville Beach, Florida 32250 Nature of business: Other,franchise Position, title, association: Part-Time, Start date of relationship: 8/22/2020 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The entity provides on the water assistance to boaters operating under The TowBoatUS brand. This assistance can be on the water jumpstarts, fuel drops, assisted towing, and salvage. My role would to be a backup boat captain to help out with excess w
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-22 |
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