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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-03-24 |
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 | 11/2012 | Present |
| Bank Of America N.A | Jacksonville | FL | 01/2014 | Present |
I*2889273, Entity Type, Name of OBA: A P estate Address: JacksonvilleFlorida32258 Investment Related: No Position, Title, Association: Executor Employee Start Date:10/16/2025 No Hours: 1 weekly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-26 |
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