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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-01-05 |
| TX | RA | APPROVED_RES | 2011-11-21 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • 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 | Jacksonville | FL | 10/2011 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 11/2011 | Present |
I*2208310, Entity Type: Entity For Profit, Name of OBA: Pen and Page Publications, Address: St Augustine , Florida, 32084, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 03/01/2025, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: Sole owner of a small part time business to publish low and medium content books using the Amazon Kindle Direct Publishing website.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-14 |
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