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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-01-04 |
| TX | RA | APPROVED | 2013-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 09/2012 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 11/2012 | Present |
I*1665278, Entity Type, Name of OBA: Rental Property 1 Address: Jacksonville Florida 32225 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 11/01/2023 No Hours: Weekly No Hours during trading: 0 I*1699285 Name of OBA: Rental Property 2 Address: fort pierce,fl 34949 Investment Related: NO Position, Title, Association: Co-owner with other family members Employee Start Date: 02/15/2024 No Hours: Yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-28 |
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