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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-21 |
| FL | RA | APPROVED | 2020-09-03 |
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 | 12/2019 | Present |
| Five Guys | Jacksonville | FL | 01/2015 | 12/2019 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2023 | Present |
I*2249259, Entity Type: Fiduciary role Name of OBA: THE C L. M TRUST, Address: SAINT JOHNS, Florida, 32259, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 04-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Trustee/Parents I*2290260, Entity Type: Fiduciary role Name of OBA: THE C M. M TRUST, Address: SAINT JOHNS, Florida, 32259, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 04-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Trustee/Parents I*2290261, Entity Type: Fiduciary role Name of OBA: THE J R. M TRUST, Address: JACKSONVILLE, Florida, 32259, Investment Related: No, Position, Title, Association: Trustee, Employee State Date: 03/04/2025 No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Trustee/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-31 |
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