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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-23 |
| FL | RA | APPROVED | 2018-04-25 |
Branch Locations
9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • United States
11333 Mccormick Rd Ci Client Services, Hunt Valley, MD 21031 • 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 |
|---|---|---|---|---|
| Tiaa | Daytona Beach | FL | 09/2016 | 03/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Daytona Beach | FL | 09/2016 | 03/2018 |
| Personal Home Building | Jacksonville | FL | 05/2016 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 03/2018 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-17 |
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