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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-02-06 |
| TX | RA | APPROVED | 2014-12-02 |
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 | 07/2012 | Present |
| Bank Of America, Na | Jacksonville | FL | 07/2012 | Present |
I*128363 For profit or not for profit: Non-Profit Organization Name of outside business organization: Episcopal School of Jacksonville Investment related: N Address of business: Jacksonville, Florida 32207 Nature of business: Other,Private School Position, title, association: Other, Assistant Wrestling Coach Start date of relationship: 12/2/2019 Number of hours devoted: 150 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: The Episcopal School of Jacksonville is a private preparatory school. My primary responsibilities as an assistant coach are to provide instruction on technique, assist with practice management as well as mat strategy for the wrestling team. I*2198279, Entity Type: , Name of OBA: B A O III LIFE INSURANCE TR U/A DTD 06/06/2011, Address: SAVANNAH, Georgia, 31406, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 20-Apr-2018, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-01 |
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