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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-31 |
| NY | RA | APPROVED | 2021-07-29 |
| FL | RA | APPROVED | 2018-03-28 |
Branch Locations
50 N Laura St Investment Solutions Group, Jacksonville, FL 32202 • United States
One Bryant Park Investment Solutions Group, New York, NY 10036 • 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 | 12/2015 | Present |
I*4661276 Entity Type: Rental Property Name of OBA: Rental Property - 04-Jun-26 - 1 Address: Pisgah Forest, North Carolina, 28768 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 07/16/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: Co-owner with other family members/Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-08 |
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