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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-09 |
| CA | RA | APPROVED | 2026-07-06 |
Branch Locations
31902 Del Obispo St, San Juan Capistrano, CA 92675 • United States
300 S El Camino Real , San Clemente, CA 92672 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 05/2026 | Present |
| Cask & Ale | Sarasota | FL | 06/2024 | 09/2024 |
| Brewster's | Sarasota | FL | 09/2024 | 10/2024 |
| Eastern Tales Llc | Santa Ana | CA | 10/2024 | 02/2026 |
| Jeffrey Holsinger - Used Book Sales E-Bay/Amazon | San Juan Capistrano | CA | 11/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 05/2020 | 11/2021 |
| Saddleback Community College | Mission Viejo | CA | 08/2015 | 12/2016 |
| University Of Central Missouri | Warrensburg | MO | 01/2017 | 12/2019 |
| Doordash | Warrensburg | MO | 01/2019 | 04/2020 |
| Bodie's | Warrensburg | MO | 06/2018 | 03/2019 |
| Winco Fireworks Packing | Lee's Summit | MO | 05/2018 | 07/2018 |
| Aspen Contracting | Lee's Summit | MO | 05/2017 | 06/2017 |
| Merrill Lynch Pierce Fenner And Smith Incorporated | Sarasota | FL | 06/2019 | 07/2019 |
| Bank Of America, N.A. | Sarasota | FL | 09/2020 | 11/2021 |
| Used Book Sales Sole Proprietor | Sarasota | FL | 11/2021 | 11/2023 |
| Merrill Lynch Pierce Fenner And Smith Inc. | Sarasota | FL | 09/2022 | 09/2024 |
| Bank Of America, N.A. | Newport Beach | CA | 07/2026 | Present |
Entity Type: For ProfitName of OBA: JHAddress: Sarasota, FLInvestment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 9/10/2022No. Hours: 8/WklyNo. Hours during Trading: 0 Duties: I buy and sell books on Amazon and E-bay. I buy books at estate sales and from local non-profit organization I*4692301, Entity Type: Entity For Profit, Name of OBA: Helping the homeless books LLC, Address: san juan capistrano, California, 92675, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 01/31/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: None, The purpose was to start a book business and benefit the homeless through using funds from the book business to feed the homeless in my local community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-15 |
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