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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-15 |
| TX | RA | APPROVED_RES | 2019-11-26 |
Branch Locations
9000 Southside Blvd Ci Client Services, 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 | 11/2009 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 11/2009 | Present |
I*1588273, Name of OBA: The Chatman Family Foundation Inc, Address: Jacksonville, Florida, Investment Related: No Position, Title, Association: Board Member Employee Start Date: 12/14/2023 No Hours: 0 No Hours during trading: Duties: The main focus for the foundation is to support advancement in literacy and advocacy efforts in the Jacksonville area. We would work with local non-profits and schools to work with children from ages 5 and up. Through our outreach, the hopes is to better serve under privilege children and adults to be better part of society. We would provide tutoring, mentoring and after school services for children down the road. I will take detailed notes on any board meetings as well as help with fund raising activities down the line. This will include organizing events to raise funds in support of the foundation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-30 |
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