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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-01 |
| FL | RA | APPROVED | 2022-11-09 |
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 | 03/2005 | 03/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2011 | 03/2022 |
| Gwfs Equities, Inc. | Greenwood Village | CO | 03/2022 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 09/2022 | Present |
| Empower | Greenwood Village | CO | 03/2022 | 09/2022 |
I*429059, Entity Type: Entity For Profit, Name of OBA: JSJ Transportation LLC, Address: Jacksonville, Florida 32221, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 05/01/2017, No Hours: 12, No Hours during trading: 0, Duties: Associate of mine has an existing Logisitcs (Trucking) company. If I provide him with a Truck he will handle obtaining loads and drivers for a percentage of what the truck grosses. I would have no other responsibilities that would interfere w/ML
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-29 |
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