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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-11-07 |
| TX | RA | APPROVED_RES | 2017-08-30 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
Ponte Vedra, FL • 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 | 03/2015 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 10/2017 | Present |
I*1468262 For profit or not for profit: Entity For Profit Name of outside business organization: Wolfeden LLC Investment related: N Address of business: Ponte Vedra, Florida, 32081, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 8/31/2022 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , This was an LLC formed between me and my spouse. We had the intention of one day creating a business under the LLC but nothing ever came of it. We let the registration lapse and did not renew. In the future we may reactive the LLC. If we did, the general business idea was to set up a small business as an arcade that served food and drinks. My wife and I would be the sole owners and we would be compensated from the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-29 |
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