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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-13 |
| FL | RA | APPROVED | 2020-10-27 |
Branch Locations
9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • United States
100 Front St Ci Business Controls, Worcester, MA 01608 • 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 | 08/2015 | Present |
| Cleoscloset | Jacksonville | FL | 12/2014 | Present |
| Bank Of America N.A. | Jacksonville | FL | 11/2020 | Present |
I*85023For profit or not for profit: For-Profit OrganizationName of outside business organization: CleosclosetInvestment related: NoAddress of business: Jacksonville, Florida 32207Nature of business: Sole Proprietorshi,Position, title, association: OwnerStart date of relationship: 7/1/2010Number of hours devoted: 10 hours MonthlyNumber of hours devoted during trading hours: 0Duties: Online retail sales of merchandise; My tasks include buying, listing, and shipping the merchandise
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-17 |
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