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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-08-15
TX RA APPROVED 2016-08-12
  • FL RA
    APPROVED
    Since 2016-08-15
  • TX RA
    APPROVED
    Since 2016-08-12

Branch Locations

9128 Strada Pl, Naples, FL 34108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jdt Enterprise Llc Naples FL 11/2011 Present
Bank Of America, N.A. Naples FL 08/2016 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 08/2016 Present
Previous Registrations
  • 2016-05-05 → 2016-08-03
    Ameritas Investment Company, Llc
    Naples, FL
    Naples, FL
    W Des Moines, IA
Other Businesses

I*96590FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: JDT ENTERPRISES LLCINVESTMENT RELATED: NADDRESS OF BUSINESS: NAPLES, FLORIDA 34120NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 1/11/2011NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2DUTIES: REAL ESTATE HOLDING COMPANY AND REAL ESTATE BACKED LENDING. I*: 2090285 Entity Type: For Profit Name of OBA: JDT Enterprises II, LLC Address: Billings, MT 59102Investment Related: No Position, Title, Association: Officer Employee Start Date: 11/07/2024Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Holding entity I*420151Entity Type: HOA, Co-op, Freehold Name of OBA: Valencia Lakes HOA Address: Naples, Florida, 34120Investment Related: No Position, Title, Association: Officer Employee Start Date: 11/03/2025Number of Hours: 5, Weekly Number of Hours during trading: 2, Weekly Duties: HOA board Monthly meetings, helping organize community events and manage HOA vendors along side full time CAM. I*3786266, Entity Type: For Profit, Name of OBA: Network Professionals Internationals , Address: palm city, Florida, 34990, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 02/17/2026, No Hours: 2.5 Weekly, No Hours during Trading: 2.5 Weekly, Duties: I will be the Membership Director. In this role i will keep track of the members, and welcome the new ones. This is a professional networking organization. The purpose of the organization is to organize and host professionals whom come together weekly over lunch to network and refer business to each other. I*764234 Entity Type: Charitable Name of OBA: Right Men's Club of Collier County Address: Naples, Florida, 34109 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/14/2022 Number of Hours: 3, Monthly Number of Hours during trading: 3, Monthly Duties: Board member and has no duties as an officer or director.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-14
  • S66 Uniform Combined State Law Examination
    2016-04-14
Other Names
  • Jordan Tompkins

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