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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2021-10-06 |
| OH | RA | APPROVED | 2020-12-14 |
| CA | RA | APPROVED | 2020-03-05 |
Branch Locations
1123 Military Cutoff Rd, Wilmington, NC 28405 • United States
601 State St, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Segundo | CA | 11/2019 | 05/2022 |
| The Law Office Of James Jeffrey Jackson | Delaware | OH | 11/2010 | 11/2019 |
| Bank Of America, N.A. | El Segundo | CA | 02/2020 | 05/2022 |
| Bank Of America, N.A. | Southlake | TX | 10/2021 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southlake | TX | 10/2021 | Present |
I*3156285 Entity Type: N/A Name of OBA: The Jackson Family Trust Address: Southport, North Carolina, 28461 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/15/2024 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Co-Trustee with wife
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-04 |
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