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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-02-21 |
| TX | RA | APPROVED_RES | 2013-12-16 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
Jacksonville, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2012 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 01/2018 | Present |
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DON'T CALL ME SHIRLEY INVESTMENT RELATED: N ADDRESS OF BUSINESS: 75 JARDIN DE MER PL JACKSONVILLE BEACH, FLORIDA UNITED STATES OF AMERICA 32250 NATURE OF BUSINESS: COOPERATIVE POSITION, TITLE, ASSOCIATION: , START DATE OF RELATIONSHIP: 1/1/2013 NUMBER OF HOURS DEVOTED: 6 MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I SING IN A BAND CALLED DON'T CALL ME SHIRLEY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-26 |
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