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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-30 |
| FL | RA | APPROVED | 2022-08-16 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
1 Cowboys Way Ci Business Controls, Frisco, TX 75034 • 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 | 09/2021 | Present |
| Duval County Public Schools | Jacksonville | FL | 08/2012 | 08/2021 |
| Unemployed | Jacksonville | FL | 08/2021 | 09/2021 |
I*4200265 Entity Type: Fiduciary role Name of OBA: K. A. L. Address: Jacksonville, Florida, 32257 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/30/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*4200266 Entity Type: Fiduciary role Name of OBA: W. and E. Lyon Address: Jacksonville, Florida, 32217 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/30/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Grandparents I*4200268 Entity Type: Fiduciary role Name of OBA: W. and E. Lyon Address: Jacksonville, Florida, 32217 Investment Related: No Position, Title, Association: Executor Employee Start Date: 03/30/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Executor/Grandparents I*5117274, Entity Type: , Name of OBA: K A L Estate, Address: Jacksonville, Florida, 32217, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 07/24/2026, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-12 |
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