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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-05-26 |
Branch Locations
9000 Southside Blvd Central Business Review Unit, Jacksonville, FL 32256 • United States
620 S Tryon St Central Business Review Unit, Charlotte, NC 28255 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Life Agency | Jacksonville | FL | 04/1991 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 04/1991 | Present |
I*3020287, Entity Type, Name of OBA: M W Address: St JohnsFlorida32259 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/16/2025 No Hours: 0 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-01 |
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