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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-08-26 |
| TX | RA | APPROVED | 2015-08-24 |
Branch Locations
9000 Southside Blvd, 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 | 06/2015 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 06/2015 | Present |
I*98056FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: N/AINVESTMENT RELATED: NADDRESS OF BUSINESS:JACKSONVILLE, FLORIDA 32256NATURE OF BUSINESS: FAMILY BUSINESS,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 8/1/2016NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTY I*4583292, Entity Type: , Name of OBA: The R Joint Revocable Living Trust U/A February 26, 2018, Address: Ponte Vedra , Florida, 32081, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 02/26/2018, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-21 |
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