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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-10-03 |
Branch Locations
9000 Southside Blvd Global Human Resources- The Academy, Jacksonville, FL 32256 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2004 | Present |
I*: 2566259 Entity Type: Charitable Name of OBA: Providence School of Jacksonville Address: Jacksonville, FL 32224 Investment Related: No Position, Title, Association: Board Member, Officer, Other Employee Start Date: 07/19/2025 Number of Hours: 200 hrs annually Number of Hours during trading: 0 Duties: Parent Teacher Partnership (PTP) Board Member organizing school events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-11 |
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