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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-18 |
| TX | RA | APPROVED | 2021-11-17 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • 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 | 06/2021 | Present |
| Penn State University | State College | PA | 12/2014 | 12/2020 |
| Gottlieb And Associates | Jacksonville | FL | 09/2019 | 01/2020 |
| Honours Golf, World Golf Village | Saint Augustine | FL | 01/2020 | 06/2021 |
| Sharkies Bar And Bottle Shop | Jacksonville | FL | 01/2019 | 04/2019 |
| The Tavern | Jacksonville | FL | 05/2018 | 06/2018 |
| Maki Yaki | Jacksonville | FL | 03/2018 | 05/2018 |
| Bank Of America, N.A. | Jacksonville | FL | 09/2021 | Present |
I*4207265, Entity Type: , Name of OBA: Rental Property 1, Address: Saint Augustine, Florida, 32092, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 01/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-16 |
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