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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-21 |
| TX | RA | APPROVED | 2023-01-23 |
Branch Locations
9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • United States
4200 Amon Carter Blvd Ci Client Services, Fort Worth, TX 76155 • 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 | 08/2022 | Present |
| W. Frank Wells Nursing Home | Macclenny | FL | 11/2015 | 09/2022 |
| Florida Gateway College | Lake City | FL | 08/2007 | 08/2018 |
| Bank Of America, N.A. | Jacksonville | FL | 09/2024 | Present |
YKnot Performance Horses LLC, Not investment related, Sanderson Fl 32087, We buy sell and breed horses, Owner, CEO, 04/17/2021, 10hrs, 0hrs, We take the horse to get vet check, as well as feed and take care of them, and also getting supplies such as hay, feed and wormer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-09 |
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