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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-26 |
| FL | RA | APPROVED | 2019-05-23 |
Branch Locations
9000 Southside Blvd Central Business Review Unit, Jacksonville, FL 32256 • United States
Jacksonville, FL • 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 | 06/2011 | Present |
I*1462270 For profit or not for profit: Entity Charitable Name of outside business organization: Jax Plays Investment related: N Address of business: Jacksonville, Florida, 32208, United States Nature of business: ["Business or Industry Organization"] Position, title, association: ["Treasurer","Board Member","Director"], Start date of relationship: 10/1/2023 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Jax Plays (https://jaxplays.org/) serves as a database for theater productions in the Jacksonville Area. It is in the process of filing as a Non-Profit Corporation. I have been asked to sit on the Board of Directors and to be the Treasurer. There will be
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-16 |
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