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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-06-15 |
| TX | RA | APPROVED | 2017-05-26 |
Branch Locations
9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • 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 | 09/2015 | Present |
| United States Navy Reserve | Jacksonville | FL | 10/2015 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 05/2017 | Present |
I*1444 FOR PROFIT OR NOT FOR PROFIT: GOVERNMENTAL OR PUBLIC PURPOSE ENTITY NAME OF OUTSIDE BUSINESS ORGANIZATION: UNITED STATES NAVY RESERVE INVESTMENT RELATED: N ADDRESS OF BUSINESS: JACKSONVILLE, FLORIDA 32212 NATURE OF BUSINESS: NAVAL RESERVE OPERATIONS SUPPORT 0874, POSITION, TITLE, ASSOCIATION: LIEUTENANT, UNITES STATES NAVY, START DATE OF RELATIONSHIP: 11/21/2015 NUMBER OF HOURS DEVOTED: 16 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SERVICE TO COUNTRY AND SUPPLEMENTAL INCOME.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-25 |
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