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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-01-25 |
| FL | RA | APPROVED | 2005-01-20 |
Branch Locations
9000 Southside Blvd Central Business Review Unit, Jacksonville, FL 32256 • United States
1100-1800 American Blvd Central Business Review Unit, Pennington, NJ 08534 • 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 | 09/2004 | Present |
I*2026355, Entity Type Fiduciary, Name of OBA: C and P Irrevocable Living Trust Address: New Paltz, New York, 12561 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 15-Jul-2021 No Hours: 0 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-18 |
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