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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-29 |
| FL | RA | APPROVED | 2020-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2016 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 06/2020 | Present |
I*2569260, Entity Type: , Name of OBA: M Family Trust, Address: Jacksonville, Florida, 32205, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 03/13/2023, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-08 |
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